Category Archives: Option 1 Withdrawal

Retirement Plans for Small Businesses -by John Jastremski

If you’re self-employed or own a small business and you haven’t established a retirement savings plan, what are you waiting for? A retirement plan can help you and your employees save for the future. Tax advantages A retirement plan can … Continue reading

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Don’t Let Your Retirement Savings Goal Get You Down -by John Jastremski

As a retirement savings plan participant, you know that setting an accumulation goal is an important part of your overall strategy. In fact, each year in its annual Retirement Confidence Survey, the Employee Benefit Research Institute (EBRI) reiterates that goal … Continue reading

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Medical Professionals: A Prescription for Your Financial Health -by John Jastremski

The demands on medical practitioners today can seem overwhelming. It’s no secret that health-care delivery is changing, and those changes are reflected in the financial issues that health-care professionals face every day. You must continually educate yourself about new research … Continue reading

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Have You Checked Your Retirement Plan Lately? -by John Jastremski

It’s generally a good idea to review your employer-sponsored retirement savings plan at least once each year and when major life changes occur. If you haven’t given your plan a thorough review within the last 12 months, now may be … Continue reading

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The ABCs of Mutual Fund Share Classes -by John Jastremski

When investing in a mutual fund, you may have the opportunity to choose among several share classes, most commonly Class A, Class B, and Class C. This multi-class structure offers you the opportunity to select a share class that is … Continue reading

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Retirement Income Investing: Beyond Annuities by John Jastremski

One of the challenges of investing during retirement is providing for annual income while balancing that need with other considerations, such as liquidity, how long you need your funds to last, your risk tolerance, and anticipated rates of return for … Continue reading

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Bearish Thoughts Persist in a Bull Market By John Jastremski

Bearish Thoughts Persist in a Bull Market Are memories of the downturn hurting the financial potential of boomers?   At the end of October, the S&P 500 was up 24.39% in the past 12 months. What investor wouldn’t want gains … Continue reading

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Women & Money Paralysis by John Jastremski

Women & Money Paralysis Not making a move may not be the best move to make.         A decision not made may have financial consequences. There is an old belief that women are more cautious about money than … Continue reading

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2014 IRA Deadlines Are Approaching By John Jastremski

2014 IRA Deadlines Are Approaching Here is what you need to know for 2014.   Financially, many of us associate April with taxes – but we should also associate April with important IRA deadlines. *April 1 is the absolute deadline … Continue reading

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Women and Money Paralysis

Women & Money Paralysis Not making a move may not be the best move to make.        A decision not made may have financial consequences. There is an old belief that women are more cautious about money than … Continue reading

Posted in 401(k), Investing and the Markets, Ira Rollover, Option 1 Withdrawal, PBGC | Tagged , , , , , , , | Comments Off