Archive for July 2018
Are You Due for a Retirement Plan Checkup?
It’s important to conduct regular check-ups on your retirement plan to make sure you are on track to reach your retirement goals. Read more.
Read More2018 Q2 Market Review
U.S. equity markets advanced 3.9% (Russell 3000) on solid earnings, economic growth and a tightening labor market. Read more.
Read MoreWhen does the five-year clock start for Roth withdrawals?
For most investors, it’s important to know that there is a five-year waiting period for tax-free withdrawals of earnings, and it is applied differently, depending on if you made Roth IRA contributions, converted a traditional IRA to a Roth, rolled over Roth 401(k) assets or inherited the Roth account. Read more.
Read MorePreventing Uncashed Retirement Checks
Managing uncashed retirement checks may be considered a nuisance by plan administrators. Nevertheless, the employer still has fiduciary responsibility when a former employee fails to cash their distribution. Read more.
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