by Matthew Spay | May 1, 2018 | Blog
Posted on December 8, 2017 by retirementtimesnewsletter There are some little known rules that come into play when rolling over an account from a 401(k) or a 403(b) plan to a Roth IRA. Contributions may be made on an after-tax basis to Roth accounts in both retirement...
by Matthew Spay | Apr 26, 2018 | Blog
Posted on December 8, 2017 by retirementtimesnewsletter A whistleblower complaint filed with the Securities and Exchange Commission alleges that Teachers’ Insurance and Annuity Association (TIAA) engages in aggressive sales practices designed to steer plan...
by Matthew Spay | Apr 24, 2018 | Blog
Posted on November 30, 2017 by retirementtimesnewsletter All approach retirement, some sooner than others. To enjoy your retirement years and not be a burden on family members, it is essential that you save sufficient assets to carry you through your retirement. No...
by Matthew Spay | Apr 19, 2018 | Blog
Posted on November 3, 2017November 3, 2017 by retirementtimesnewsletter Purchasing a home is a big decision. There are many factors to consider. Most importantly, what is your budget? Is now the time to rent instead? How do you know? If you do become a homeowner, what...
by Matthew Spay | Apr 17, 2018 | Blog
Partial Plan Terminations—Do You Have One? Posted on November 3, 2017 by retirementtimesnewsletter What constitutes a partial plan termination? There is a rebuttable presumption that a partial termination has occurred if 20 percent or more of the participants...
