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...
by Matthew Spay | Apr 12, 2018 | Blog
Posted on November 3, 2017 by retirementtimesnewsletter When we think of employee benefits in today’s traditional landscape, we don’t typically include wellness within that core definition. Instead, wellness is often considered a standalone strategy. But this...
