John J. Diak, CFP®
Some Changes Are Coming for 401(k)s
Changes are coming to 401(k)s in 2019 affecting employees who borrow from their plan and then leave their job, employees who receive hardshi
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John J. Diak, CFP®
- Sep 26, 2017
- 3 min
A Look at Self-Directed Brokerage Accounts
Ever hear of an SDBA? That acronym stands for self-directed brokerage account. If you are enrolled in a 401(k), 403(b), or 457 plan, you mig
John J. Diak, CFP®
- Jun 1, 2016
- 4 min
Make the Most of Your 401(k)
As more Americans shoulder the responsibility of funding their own retirement, many rely increasingly on their 401(k) retirement plans to...
John J. Diak, CFP®
- Dec 1, 2015
- 5 min
Shielding Retirement Assets From Taxes
As hard as it is to believe, today's tax-advantaged plans -- including individual retirement accounts IRAs, 401(k)s, and rollover IRAs --...
John J. Diak, CFP®
- Nov 24, 2015
- 3 min
When Changing Jobs, It Pays to Keep Track of Your 401(k)
Americans are on the move, not only in their leisure pursuits, but in their jobs as well. According to the Bureau of Labor Statistics,...
John J. Diak, CFP®
- Aug 19, 2015
- 3 min
Retirement Confidence: It's All In The Plan
Americans' confidence in the ability to afford a comfortable retirement continues to rebound from the lows reported between 2009 and...
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