Retirement

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The Reasons for a Roth Solo 401(k)

Here is a way for a solopreneur to save much more for retirement.

Self-employed? Seeking to ramp up your retirement savings? You should look at the potential of the Roth Solo 401(k). If you are a high-earning solopreneur, this savings vehicle may be a great choice, because it allows you to make both employee and employer

The Reasons for a Roth Solo 401(k)2021-02-23T14:03:34-08:00

Is America Prepared to Retire?

Two-thirds of us have no financial plan.

Only 48% of Americans say they think they are saving enough. And 30% feel that they are not even slightly confident that they are saving enough for retirement. That finding comes from the 2015 Consumer Financial Literacy Survey conducted by the National Foundation for Credit Counseling. (The survey collected

Is America Prepared to Retire?2021-02-23T14:03:34-08:00

Is Your Company’s 401(k) Plan as Good as It Could Be?

In light of a recent SCOTUS ruling, this is a good time to double-check.

How often do plan sponsors check up on 401(k)s? Not as often as they should, perhaps. A recent legal development seems to call for greater supervision of these plans from employers – a degree of supervision many have not routinely provided.

A major

Is Your Company’s 401(k) Plan as Good as It Could Be?2021-02-23T14:03:34-08:00