September 2, 20200Comments

Have an Old 401k? Here Are Your Options…

Life happens. We get it. Chances are you’ll have multiple jobs throughout your career working for multiple employers. It’s not a bad thing, just a matter of fact! Do you have

by ANGELICA ROXAS

Blog

August 24, 20200Comments

The Benefits of a Roth Conversion

The Benefits of a Roth Conversion You may have heard of the concept of a “Roth Conversion” but aren’t too sure how it works and why it’s beneficial. What is a

by ANGELICA ROXAS

Blog

August 3, 20200Comments

Retirement Income Net of Fees and Taxes

If you are 401(k) plan participant, it is important to understand that creating lifelong retirement income is entirely your responsibility. This is no easy task. For decades the thinking was that

by ANGELICA ROXAS

Blog

July 10, 20200Comments

RETIREMENT CORNERSTONES – 401k – Do It Yourself Retirement

It’s not that 401(k) plans are necessarily bad, it is just important to understand that if you are counting on them to provide you with a reliable, consistent, lifelong retirement

by ANGELICA ROXAS

Blog

April 11, 20201Comments

Have You Lost Your Job And Have Questions About Your 401(k)?

Unfortunately, one of the negative consequences concerning COVID-19, is a sharp increase in the number of unemployed people. The global pandemic has caused a great deal of uncertainty within the

by ANGELICA ROXAS

Blog

January 15, 20200Comments

TEN THINGS YOU SHOULD KNOW ABOUT The SECURE Act

Setting Every Community Up for Retirement Enhancement Change the age of RMD to 72. No Age Restrictions on IRA Contributions. You used to have to stop at age 70.5 but not anymore! 401(k)

by ANGELICA ROXAS