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401k

Keeping your Personal Finances in Shape in 2020

Submitted by Alloy Silverstein Financial Services, Inc. on January 1st, 2020

Is getting your finances in better shape a New Years resolution you are considering? While it’s highly recommended that we use a financial advisor when we start to grow our investment portfolio, there are a lot of things you can do before you ever speak to a financial advisor to grow and maintain your investment portfolio.

Tags:
  • 401k
  • credit
  • financial planning
  • goals
  • personal finances
  • Read more

End-Of-The-Year Money Moves

Submitted by Alloy Silverstein Financial Services, Inc. on December 11th, 2019

Here are some things you might consider before saying goodbye to 2019.  

Tags:
  • 401k
  • 403b
  • beneficiary
  • estate planning
  • financial planning
  • tax planning
  • taxes
  • Read more

401(k) Loan Repayment

Submitted by Alloy Silverstein Financial Services, Inc. on August 26th, 2019

A longer repayment time can be an advantage.

 

The conventional wisdom about taking a loan from your 401(k) plan is often boiled down to: not unless absolutely necessary. That said, it isn’t always avoidable for everyone or in every situation.

Tags:
  • 401k
  • financial planning
  • Read more

The Roth 401(k), or Why I Love Bill Roth (RIP)

Submitted by Alloy Silverstein Financial Services, Inc. on August 31st, 2018

Bill Roth was a Senator from Delaware.  He realized in the late 1990s that savings rates were too low in the U.S. and he endeavored to find a solution. Enter the Roth IRA. Contributions to a Roth IRA won’t re­duce your tax bill now because, while pret­ax salary goes into a Traditional IRA, after-tax money funds the Roth.

Tags:
  • 401k
  • retirement planning
  • roth 401k
  • roth ira
  • Read more

What do I do with my old 401k and 403b?

Submitted by Alloy Silverstein Financial Services, Inc. on June 1st, 2018

Changing jobs is a much more frequent occurrence than it used to be.  Eventually people even retire (at least that is what I hear).  When either of these events occurs, it is too many times the case that a person might not know exactly what to do with their former employer plans (we are dealing with 401k’s here, but most of this also applies to 403b’s).

Tags:
  • 401k
  • 403b
  • career
  • new job
  • retirement planning
  • Read more

Retirement Plans for Individuals & Businesses

Submitted by Alloy Silverstein Financial Services, Inc. on May 23rd, 2018

A look at some of the choices.

 

 

Tags:
  • 401k
  • financial planning
  • retirement planning
  • retirement strategy
  • Read more

The Solo 401(k): A Retirement Strategy for the Self-Employed

Submitted by Alloy Silverstein Financial Services, Inc. on April 1st, 2018

The Solo 401(K): A retirement savings vehicle designed for the smallest businesses.

 

Tags:
  • 401k
  • retirement planning
  • retirement strategy
  • self-employment
  • Read more

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