Are 401(k) Contributions Tax Deductible?
Off the Cuff… Hello everyone, this is Mike Sheehan. I wanted to talk about 401k’s because the question I get a lot from people when I’m helping them or providing them answers or guidance… “Are…
Off the Cuff… Hello everyone, this is Mike Sheehan. I wanted to talk about 401k’s because the question I get a lot from people when I’m helping them or providing them answers or guidance… “Are…
Stocks vs. Bonds vs. Annuities: Which Option Offers Greater Safety? Evaluating Risk Factors When considering personal goals and making investment choices, it is crucial to evaluate the risk factors associated with each option. Stocks, bonds,…
Exploring the Pros and Cons Understanding Annuity Surrender Charges Annuity surrender charges are fees that are imposed by insurance companies when annuity owners decide to withdraw or surrender their annuity contract before a specified period…
Let’s talk a little bit about Roth conversions. Oh, wait a minute. Before we do, make sure you like, subscribe, and share this information with your friends and your family. I think they’re going to…
Understanding the 401(k) Investment Program: Understanding the 401(k) Investment Program A 401k is a retirement savings plan offered by employers to help employees save for their retirement. It allows individuals to contribute a portion of…
Minimize Taxes on a 401k Rollover with these Strategies Considering a Charitable Donation with Qualified Charitable Distributions (QCDs) One effective strategy to minimize taxes on a 401k rollover is to consider making a charitable donation…
Understanding the Process and Timeline for a 401(k) Rollover Preparing for a 401(k) Rollover Before beginning the process of rolling over your 401(k) account, it’s important to gather all the necessary information and understand your…