Roth vs. Traditional 401(k)
The differences between Roth and Traditional 401(k) extends beyond 401(k)s. To truly understand the benefits and differences, one should also consider Roth and Traditional IRAs.
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Thrive by Learning and Growing Edition
Read our Q2 2022 newsletter on how to thrive by learning and growing. CEO Rick Manske reflects on graduation season and what this time of achievement and change means for students and loved ones. CIO Bill Hansen writes about education savings; President Harli Palme writes about tax savings related to college expenses; Portfolio Manager Nancy Blackman cautions about hidden costs of college. Advisor Charles Thompson outlines why it’s important that we value and prioritize travel. Advisors Judd Meinhart and Hilary Daniel write about job transitions and what to do with your 401(k) and new benefits. Advisor Neal Nolan ends with 10 ways to celebrate Independence Day and we highlight announcements across our firm. We hope you enjoy this edition!
Don’t Forget About Your 401(k) When Transitioning Jobs
Our society is going through an unprecedented churn in the labor market due in part to the COVID-19 pandemic but also because of the normalization of working from home. As many people search for an ideal work-life balance, it is important not to neglect the ultimate end goal, namely retirement, and even more important not to abandon the primary resource for helping to ensure a stable retirement, your 401(k).
CNBC: There’s a push to bring bitcoin to 401(k) plans. Why it could take awhile before you see these investments in yours.
Neal Nolan was quoted in CNBC’s story on the inclusion of bitcoin in 401(k) plans and why he advises against it.
The Street: Steps To Take If Your Employer Stops Matching Your 401(k) Contribution
Sr. Financial Advisor Neal Nolan was recently featured in The Street’s article on what to do if your employer stops matching your 401(k) contribution.
FA Magazine: Advisors See Benefits In Softer 401(k) Hardship Withdrawal Rules
Sr. Financial Advisor Neal Nolan was recently featured in FA Magazine on shifting 401(k) withdrawal rules.
