by | | Retirement Investing, YouTube Videos
Jason Martin, our CIO, shares Allgen’s thoughts about the UK voting to exit the European Union, aka Brexit. While this has caused some uncertainty in the market, Jason talks about how to have a long term mindset vs. emotional investing. Our priority is to manage...
by | | Retirement Investing
The following is an executive summary by McKinsey & Company on how Baby Boomers will effect the U.S. economy. Executive Summary: June 2008 America’s Baby Boomers have dominated the U.S. economy for more than a quarter-century. MGI research shows that the...
by | | Retirement Investing
The following is an executive summary by McKinsey & Company on how Baby Boomers will effect the U.S. economy. Executive Summary: June 2008 America’s Baby Boomers have dominated the U.S. economy for more than a quarter-century. MGI research shows that the...
by | | Featured Posts, Retirement Investing
Looking to establish a retirement plan for your company? There are several options to consider such as a 401(k), Safe Harbor 401(k), Profit Sharing Plan, Simplified Employee Pension (SEP), Simple IRA and 403(b). The most popular type of qualified retirement plans is...
by | | Retirement Investing
Although distributions from a Roth 401(k) or Roth 403(b) account have always been eligible for rollover into a Roth IRA (in two steps–by first rolling the distribution over into a traditional IRA, and then converting the traditional IRA to a Roth IRA), the...
by | | Formation, Retirement Investing
As I speak to people about retirement, an issue that continues to come up is the topic of asset protection. With the baby boom generation beginning to shift the demographics of the population towards retirees, a huge concern of asset preservation comes to the...
