Financial Advisor Insights

What's the Difference Between a 401(k) and 403(b)?

How is a 403(b) different from a 401(k)?

Although 401(k) and 403(b) retirement plans are very similar, there are some key differences between the two. If you recently changed jobs and aren't sure how […]

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How to Use a Roth IRA, Even When You Earn Too Much

If you have an old 401(k) or 403(b) retirement plan, now may be a good time to consider converting to a Roth IRA. Diversifying your retirement savings can really pay off down the line for some […]

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Retirement Planning with a 403(b)

Although the 401(k) retirement plan is more common, many Americans have access to a similar employer-sponsored retirement plan called a 403(b) plan. 403(b) plans are generally used for nonprofit […]

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Saving for Retirement with a 401(k) Plan

One of the most common ways Americans save for retirement is through a 401(k) plan offered at work. As 401(k) plan assets typically represent a considerable amount of an individuals' retirement […]

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Retirement Planning Strategies for Single Women

Single and unmarried individuals may be accustomed to being completely self-reliant, but when it comes to saving for retirement, it may take some extra planning to stay on track. Unfortunately, most […]

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The Best Ways to Build Wealth

What are the best strategies to build wealth and a comfortable lifestyle for you and your loved ones? The answer isn't sexy or complicated. The best way to build wealth and create financial security […]

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The Mistake 85% of Americans May Be Making with Their Retirement Savings

In 2015, an estimated 54 million Americans were actively participating in a 401(k) plan at work. However, according to a 2014 study by Aon Hewett, only 15% of them had rebalanced their portfolio. Why […]

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SEP IRA vs Solo 401(k)

Updated for 2018. Self-employed business owners have a few options when it comes to saving for retirement. The most common retirement plans for small business owners are the SEP IRA and Solo 401(k), […]

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Where to Save After Maxing Out Your 401(k)

Contributing the maximum amount to your 401(k), 403(b), or other employer-sponsored retirement plan should be a goal for many investors. Once you achieve it, the question then becomes: where to […]

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How Often Should You Rebalance Your 401(k)?

Like any investment account, rebalancing your 401(k) or 403(b) retirement plan is an important part of a successful strategy. Without periodic rebalancing, your asset allocation (the percentage of […]

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