by Katie Brown | Jan 30, 2025 | General, News
The Sandwich Generation: Juggling Family Responsibilities At a time when your career is reaching a peak and you are looking ahead to your own retirement, you may find yourself in the position of having to help your children with college expenses while at the same...
by Katie Brown | Jan 23, 2025 | General, Retirement
Time Can Be a Strong Ally in Saving for Retirement Father Time doesn’t always have a good reputation, particularly when it comes to birthdays. But when it comes to saving for retirement, time might be one of your strongest allies. Why? When time teams up with...
by Katie Brown | Jan 16, 2025 | General, Retirement
Converting Your After-Tax 401(k) Dollars to a Roth IRA Here’s the dilemma: You have a traditional 401(k) that contains both after-tax and pre-tax dollars. You’d like to receive a distribution from the plan and convert only the after-tax dollars to a Roth...
by Katie Brown | Mar 22, 2024 | General, Retirement
Saving for Retirement and a Child’s Education at the Same Time You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle the two? The truth is, saving for your retirement and your child’s...
by Katie Brown | Mar 15, 2024 | General, Retirement
Choosing a Beneficiary for Your IRA or 401(k) Selecting beneficiaries for retirement benefits is different from choosing beneficiaries for other assets such as life insurance. With retirement benefits, you need to know the impact of income tax and estate tax laws in...
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