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...
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...
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...
Allgen Finnacial Services, Inc. just launched a program that will allow small and medium size businesses the ability to cost effectively establish a 401(k) using a fully integrated online system which will allow businesses to signing-up, administer, and monitor their...
Allgen Finnacial Services, Inc. just launched a program that will allow small and medium size businesses the ability to cost effectively establish a 401(k) using a fully integrated online system which will allow businesses to signing-up, administer, and monitor their...
I frequently come across teachers, administrators, and principals who are getting ready to retire. After 20+ years of service in education, it is often difficult to make the decision or transition to retire. I would like to try and help make this process a little...
