Category Archives: 401(k)

WEEKLY ECONOMIC UPDATE February 13, 2012

Posted on February 13, 2012 by admin

John Jastremski Presents: WEEKLY ECONOMIC UPDATE February 13, 2012 WILL THE MORTGAGE ACCORD BRING MUCH RELIEF? While the $25+ billion settlement reached last week between five large mortgage servicers and 49 states was momentous, it may not help many borrowers … Continue reading →

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Financial Aid 101

Posted on February 3, 2012 by admin

Financial Aid 101 Many parents pay for college with a combination of savings and financial aid. By learning the basics, you’ll be able to understand how the financial aid process works, properly fill out aid applications, and compare the aid … Continue reading →

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WEEKLY ECONOMIC UPDATE

Posted on February 1, 2012 by admin

John Jastremski Presents: WEEKLY ECONOMIC UPDATE January 30, 2012 ECONOMY GROWS 2.8% IN Q4 While this is the best GDP reading since Q2 2010, the initial estimate from the Bureau of Economic Analysis still disappointed the markets. Many economists and … Continue reading →

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Market Week: January 30, 2012

Posted on January 31, 2012 by admin

Market Week: January 30, 2012 The Markets A rally in domestic equities in response to Wednesday’s Fed announcement of plans to keep interest rates low couldn’t be sustained through the rest of the week. The Nasdaq and small-cap Russell 2000 … Continue reading →

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Trust Basics 1/28/2012

Posted on January 28, 2012 by admin

Trust Basics 1/28/2012 Whether you’re seeking to manage your own assets, control how your assets are distributed after your death, or plan for incapacity, trusts can help you accomplish your estate planning goals. Their power is in their versatility–many types … Continue reading →

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All About IRAs 1/27/2012

Posted on January 27, 2012 by admin

All About IRAs 1/27/2012 An individual retirement arrangement (IRA) is a personal retirement savings plan that offers specific tax benefits. In fact, IRAs are one of the most powerful retirement savings tools available to you. Even if you’re contributing to … Continue reading →

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Self-Directed IRAs

Posted on January 22, 2012 by admin

Self-Directed IRAs A self-directed IRA isn’t a different type of IRA. Rather, the term refers to any individual retirement account (traditional or Roth) that allows you to direct the investment of your IRA assets into nontraditional investments. For example, in … Continue reading →

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The Roth 401(k) 1/16/2012

Posted on January 16, 2012 by admin

The Roth 401(k) 1/16/2012 Some employers offer 401(k) plan participants the opportunity to make Roth 401(k) contributions. If you’re lucky enough to work for an employer who offers this option, Roth contributions could play an important role in maximizing your … Continue reading →

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In-Service Withdrawals from 401(k) Plans

Posted on January 11, 2012 by admin

In-Service Withdrawals from 401(k) Plans You may be familiar with the rules for putting money into a 401(k) plan. But are you familiar with the rules for taking your money out? Federal law limits the withdrawal options that a 401(k) … Continue reading →

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Market Week: January 9, 2012

Posted on January 10, 2012 by admin

Market Week: January 9, 2012 The Markets So far, so good: The new year got off to a moderately encouraging start, beginning with solid reports on manufacturing and construction and ending with a fourth month of improved employment data. The … Continue reading →

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