Some Tips for Savvy 401(k) Investing

An employer is legally required to provide a Summary Plan Description (SPD) of your 401(k), including information about eligibility, vesting and benefit payouts. The plan fiduciary may be required, however, to distribute prospectuses and financial statements on the investments. Additionally, information on your plan’s investment options may come from the investment manager directly. Remember that [...]

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Social Security – The Basics

Social Security is at the forefront of millions of Americans’ minds. To fully understand Social Security and Social Security benefits you need to understand the system. The current Social Security system works like this: when you work, you pay taxes into Social Security. The tax money is used to pay benefits to: People who already [...]

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Saving For Retirement – The Basics

Factors to Consider When Reviewing Your Retirement Planning Strategy Over the past few years, retirement planning has become increasingly complex. Today, you need to balance a wider range of financial issues than ever before: from IRA and 401(k) accounts, to estate planning, income distribution strategies, tax changes and social security benefits. Here are some factors [...]

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How much do you need to retire? Use own calculator to find out
How much do you need to retire? Use own calculator to find out