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    Shielding Retirement Assets From Taxes
    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 -- have the potential to make many employees millionaires. A 401(k) contribution of $433 per month, at 8% compounded monthly, would be worth more than $1 million after 35 years.1 These plans are also highly vulnerable to tax losses, if they are not bequeathed properly. For instance, a $1 million IRA inheritance could be whittled to almost noth
    When Changing Jobs, It Pays to Keep Track of Your 401(k)
    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, about 38% of U.S. workers change jobs every year. If your employment situation changes, do you know what your choices are for managing the money in your 401(k) account? Generally, workers have four options available to them: leave the money in their former employer's plan, transfer the money into their new employer's 401(k) (if allowed), roll
    Retirement Confidence: It's All In The Plan
    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 2013. The increasing optimism is coming largely from workers who indicate they and/or their spouse have a retirement plan, such as a defined contribution (401(k)-type) plan, defined benefit (pension) plan, or individual retirement account (IRA). This is one of the key takeaways from the 25th annual Retirement Confidence Survey (RCS) -- the longe

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