401k loan

12 Common Financial Planning Mistakes

2020-12-30T15:27:57-08:00

Over the years, people have confessed to me the financial planning mistakes they've made. From cashing out retirement accounts to buying too much on credit... and everything in between. You can hear the regret in their voice. While we can never reverse history and take back those financial mistakes, we do have the opportunity [...]

12 Common Financial Planning Mistakes2020-12-30T15:27:57-08:00

Know Before You Go: Understanding Your Distribution Options

2016-12-14T17:05:28-08:00

When changing jobs or leaving employment, decisions you make about taking money from your plan can have serious tax consequences. Here’s what you need to know. Your Options Pros Cons 1. Roll over to an IRA Continue tax-deferred growth Avoid early withdrawal penalties Have flexible investment options Can choose a Roth after-tax IRA Consolidate your [...]

Know Before You Go: Understanding Your Distribution Options2016-12-14T17:05:28-08:00
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