Category Archives: Account Management
3 Year-End Reminders for your Retirement Checklist
2020 is coming to a close. Have you evaluated your year-end retirement checklist? It’s a good idea to schedule some extra time to take a closer look at your personal information listed for your retirement accounts, make updates to beneficiary information and review the contribution limits for your accounts. Start the new year with your […]
Account Consolidation: 3 Tips to Streamline Your Retirement Savings
Millions of individuals have multiple nest eggs for retirement, and many have held quite a few jobs in their lifetime. Merging multiple accounts can have several financial benefits. Do you want to streamline your retirement savings with account consolidation? Here are a few reasons why consolidating your retirement accounts may be a great option for […]
4 Things You Need to Know Before Tax Day 2020
We’re approaching Tax Day 2020 very quickly. While most have already completed their tax return, others will do so within the next month. It’s important to understand how Tax Day could impact your retirement savings. Here are a few items you may want to add to your tax prep checklist. 1. Max out 401(k) and […]
8 Questions About Alternatives to Ask Your Investment Advisor
You’ve probably heard this one before: it’s very important to perform the proper due diligence when considering any investment. Research any and all investments to evaluate their legality and potential for gain/loss. But this becomes even more important for self-directed account holders. Because self-directed account holders choose to have more control of and responsibility for […]
Need to take your 2018 RMD? The deadline is coming up!
If you hold a Traditional, SEP or SIMPLE IRA and are over 70½, you have until December 31, 2018, to take your required minimum distribution (RMD). Eligible account holders who have yet to take their first RMD are excluded, as they have until April 1 of next year. So, if you need to take your […]