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Top 3 Reasons NOT to Rollover a 401(k)

Top 3 Reasons NOT to Rollover a 401(k) 401(k) Rollover: A process to move funds from a 401(k) to another retirement plan without a tax cost. (Also pertinent for 403(b) and 457 plans) 1. Expenses While the majority of 401(k), 403(b) and 457 plans can have high expenses, larger plans can use their volume to …

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Top 3 Reasons to Rollover a 401(k)

Top 3 Reasons to Rollover a 401(k) 401(k) Rollover: A process to move funds from a 401(k) to another retirement plan without a tax cost. (Also pertinent for 403(b) and 457 plans) 1. Sanity Juggling multiple accounts is inconvenient and makes it more difficult to manage basic investing practices, such as having the right balance …

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Top 3 Investment Mistakes

Top 3 Investment Mistakes 1. Not Knowing all Expenses You will never see most internal expenses. Portfolios of mutual funds and variable annuities will likely have costs of 2% per year! Consider Exchange Traded or No-Load funds to lower your expenses. 2. Focusing on Products Focus on your entire portfolio. Analyze the effect on your …

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Top 3 Ways to Achieve a Great Retirement

Top 3 Ways to Achieve a Great Retirement 1. Save Early and Often Compound interest and the habit of saving works best when started young. If a 30 year old started saving $1,000 a month now instead of waiting 10 years to start, she would have twice the portfolio when she is 60! 2. Understand …

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Tax Time! Get Your IRAs Funded

Featured in Beacon Hill Investment Advisory Newsletter (Spring ’09) Tax Time! Get Your IRAs Funded By John Beneviat April Fools and Tax Day, too much fun for one month! We know this information is not new to you but we hope the timing may motivate you to do things if you have not. If you …

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