Rep. Rob Andrews, chair of the Subcommittee on Health, Employment, Labor, and Pensions, delivers his opening statement at a hearing regarding the 401(k) Fair Disclosure for Retirement Security Act of 2009 on April 22, 2009.
401(k) Fair Disclosure for Retirement Security Act of 2009: Rep. Andrews
April 11, 2010 Leave a Comment
Ask Your Employer About New Retirement Option Roth 401(K)
April 10, 2010 Leave a Comment
There’s a new kind of defined retirement plan on the market, but you may have to ask your employer to add it to your current plan. In 2001, Congress passed the Economic Growth and Tax Relief Reconciliation Act (EGTRAA), which provided a variety of changes, adjustments and extensions to rules for retirement plans to [...]
Rolling over a 401(K) or 403(B) to an IRA
April 10, 2010 Leave a Comment
Should I rollover my 401(k) or 403(b) into an IRA? If you wonder what to do with the 401(k) or 403(b) you will end up with because you’re leaving your employer, consider all your options so you can make a decision that fits your circumstances. Although 401(k) and 403(b) plans differ in some ways, [...]
Can I roll my 401(k) to a Roth IRA?
April 10, 2010 Leave a Comment
Why Should I Roll My 401(k) to a Roth IRA? Rob works for a company that offers a 401(k) plan. He has decided to leave his current job, accepting a new job offer with a different employer. He now has some decisions to make regarding his current 401(k) plan. Rob has some options that [...]
401(K) Investing For Your Retirement
April 8, 2010 Leave a Comment
The aging of the population and the potential failing of social security has brought the subject of saving for retirement to the forefront for many people. There are many avenues available to acquire the nest egg that we will need to survive on during our golden years. IRA’s, mutual funds, annuities and 401(k)’s are [...]
Personal Finance: 401(k) : How to Avoid Penalties With a 401(k) Rollover
December 18, 2009 1 Comment
Avoiding penalties with a 401(k) rollover requires getting advice from a qualified tax advisor, thoroughly researching the new location for 401(k) money and collecting the IRS paperwork necessary from that new institution. Move over 401(k) money seamlessly, checking its status at least quarterly, withtips from an investment professional in this free video on personal finance. [...]