Did you know you may be able to take your 401(k), 403(b), or 457 plan and roll it into another type of retirement account while you are still working? Let’s look at how these rollovers can happen and the pros and cons of making them.

Preparing for retirement just got a little more financial wiggle room. The Internal Revenue Service (I.R.S.) announced new contribution limits for 2022. A look at the new limits.

Having a tax-focused understanding of your investments is an important component of preserving wealth. Here are a few tips for high-earners.

You’ve probably been hearing about “The Great Resignation” as more Americans than ever are leaving their jobs. We examine why this is happening in our latest informative article.

A Webinar: Mergers and Acquisitions - Impact on Retirement Plans

The Profit-Sharing Council of America reported that more than 20% of plans offer a brokerage window and that percentage is growing. It is true that a brokerage window provides a much wider range of investment options and potentially lower cost alternatives. It is also clear that the brokerage window would appeal mostly to those participants that are more hands on, i.e. higher paid and more knowledgeable about managing their investments. Unfortunately, this option, if offered, must be offered to all participants. Although the option must be offered to all participants the availability of the brokerage window can be limited to a specified percentage of the participant’s account, it can exclude certain investments, e.g. limited partnerships, options, futures, and other derivatives.