Tag Archives | Financial Planning magazine
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401(k) Secrets You Need To Know

There’s a dirty little secret about 401(k), 457, 403(b) and other retirement plans you may not know. They don’t have to offer you all the tax-saving provisions allowed under law. These include perks like stretch distributions, plan loans, rollovers into and out of the plan, “still working” exceptions and in-service distributions. You may not always […]

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Did Your 401(k) Take A Beating In 2018?

Across America, many workers got an unpleasant surprise as they opened their December 401(k) statements. Instead of going up, their investments took a dive. Even those who invested in fairly conservative 2025 target date funds, designed for workers nearing retirement, found their accounts looked battered after December’s bruising market shakedown. “Stocks and bonds, both domestic and […]

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Women Still Not Closing The CFP Gender Gap

Last year, a record number of women earned their CFP (Certified Financial Planner) certification, but women still make up only 23% of all CFP professionals. That number hasn’t budged in years, says Financial Planning magazine. The CFP Board is seeking to attract more women into the profession, which is one of the fastest-growing and most […]

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When It Comes To Social Security, It Pays To Think Like A Turtle

Sometimes, being as slow as a turtle can be a good thing. Take, for example, applying for Social Security benefits. The longer you wait to apply, the more your monthly benefits grow. In fact, for each year you delay taking benefits between full retirement age (normally 66) and age 70, your benefits increase by 8% […]

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