by SDP Team | Dec 28, 2016 | IRA
If you are 59½ there are several reasons to consider an in-service withdraw, and a few reasons to avoid it. A few reasons to possibly consider using the in-service withdrawal are: You may be able to exercise more control over your investment options. Most employer...
by SDP Team | Dec 15, 2016 | 401(k)
Getting notice that you’re being laid off for any reason is never a comfortable thing. Some can take comfort if they “saw it coming” or were in the process of making a change anyway. No matter the circumstance, there are a few things a person can do to ease the...
by SDP Team | Dec 2, 2016 | IRA
The Treasury Department has announced inflation-adjusted figures for retirement account savings for 2017, and there are tweaks that help savers. Much stays the same, but there are increases in income phase-outs for IRA contributors, to the adjusted gross income limits...
by SDP Team | Nov 15, 2016 | 401(k)
Most Americans aren’t saving enough for retirement — and worse, many are off to a late start. Since 2011, the annual percentage of U.S. workers with less than $1,000 in savings and investments for retirement has ranged from 26% to 36%. These low savings levels...
by SDP Team | Oct 14, 2016 | IRA
It might prove to be a better choice than a 1031 exchange. Did you know you can buy & sell real estate using a tax-deferred retirement account? It is completely possible to do that if you have a self-directed IRA – that is, an IRA that permits alternative...