401k conversion
Let’s Talk About… the 401(k)
The 401(k) originally began as a company profit-sharing plan. Companies had been funding defined benefit pensions for years, but as their annual profits and stock prices experienced volatility, they looked…
Read MoreFixed Income vs. Stock Portfolio
Early this year, many stopped spending and began saving money. This wasn’t difficult as many areas of the economy were — and possibly still are — shut down. For some,…
Read MoreAmericans and Their 401(k)s
A recent survey found that working households experiencing financial strain due to the pandemic have not been inclined to make withdrawals from their 401(k)s to help make ends meet. In…
Read MoreThe Basics of Roth IRA Conversions
Roth IRAs are a very attractive and effective retirement option for people in the Corona and Citrus Heights areas and beyond. This is primarily because the money in these accounts…
Read MoreMultiple 401k Plans and Options
Here are some common questions we get asked when it comes to 401k plans. “These days many people have moved around, from job to job, ending up with multiple 401k…
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