John J. Diak, CFP®Jan 8, 20193 minSome Changes Are Coming for 401(k)sChanges are coming to 401(k)s in 2019 affecting employees who borrow from their plan and then leave their job, employees who receive hardshi
John J. Diak, CFP®Sep 26, 20173 minA Look at Self-Directed Brokerage AccountsEver 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, 20164 minMake 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, 20155 minShielding Retirement Assets From TaxesAs hard as it is to believe, today's tax-advantaged plans -- including individual retirement accounts IRAs, 401(k)s, and rollover IRAs --...