Cary, NC — The Roth 401(k) incorporates features of both Roth IRAs and traditional 401(k) plans. This article looks at rules governing distributions and rollovers that are unique to Roth plans.
About Briant Sikorski
Briant Sikorski, AAMS, CRPS, MBA Is an Independent Wealth Advisor who helps clients pursue their financial goals, including personal and business retirement planning, education savings, first- and second-home purchases, catastrophic risk management and estate planning/wealth management. You can learn more about Briant at his website BriantSikorski.com
Cary, NC — There are a few unique considerations for women in the financial planning world. Here’s a couple of them.
Cary, NC — In the past, boomers and generation X-ers often held on to jobs for 10 or more years. Some professionals stayed with the same company for most of their working lives.
Cary, NC — If you’re facing unemployment or concerned about the possibility of upcoming layoffs, there are some small, proactive steps you can take now to help make this difficult time more manageable.
Cary, NC — If you are opening an individual retirement account (IRA) for the first time or need a refresher course on the specifics of IRA ownership, here are some facts for your consideration.
Cary, NC — Starting a family is truly one of life’s most fulfilling experiences. Unfortunately, it can also be among the most expensive.
Cary, NC — If you are contributing to a staggering sum of outstanding credit card debt in America, you need to start digging your way out, and the sooner the better.
Cary, NC — In addition to saving for retirement, there may be several other major financial goals you’ll need to juggle in a lifetime.
Cary, NC — Uncertainty over the future of Social Security, longer life expectancy and inflation all factor into how much you’ll need to save for a comfortable retirement.
Cary, NC — Only about 17% of American workers say they are “very confident” they will have enough money to live comfortably throughout retirement.