401(k)

12Jun

Gain Flexibility in Your Investments with a 401(k) Rollover

When your company offers a 401(k), it’s a convenient way to invest and plan for retirement. However, there’s a limit to how you can invest in a 401(k), so it’s better to roll over your 401(k) into an IRA account, preferably a Roth IRA. Some reasons to do a 401(k) rollover include: Lower fees Less […]

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16May

Converting Your IRA to a Roth IRA

One of the most important things to do throughout your career is to plan for retirement. When you set up your retirement account, there are two Individual Retirement Account (IRA) options: a traditional IRA and a Roth IRA. Some people start with traditional IRAs and switch to a Roth account later. Both have advantages and […]

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06Mar

Tax Benefits of Rolling Your 401(k) Into an IRA

Your company’s 401(k) retirement plan is a great investment choice. However, there are many good reasons to consider rolling your 401(k)-retirement plan into an IRA. The process is simple, and you may find some tax benefits for making the switch. Understanding your options and the possible tax implications can help you make a well-informed decision. […]

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23Feb

3 Options for Rolling Over Your 401(k) to an IRA

There are many reasons why you may be considering rolling over your 401(k) to an Individual Retirement Account (IRA). First, you may be looking to expand your options for investing. Second, you can consolidate multiple 401(k)s into one investment platform for saving on investment fees and lastly you have control of your investments and not […]

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31Jan

5 Financial Planning Tips for Retirement

As if there weren’t enough plans you have to make for retirement, don’t forget to account for tax payments. Even seasoned retirement advisors can forget about tax liability – exposing themselves to financial risks and hardships during what should be the golden years. As a retiree or someone close to retiring, use these financial planning […]

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05Sep

HCM 401(k) Optimizer® Addresses the Number One Fear of Retirees

Macino Financial Services introduces HCM 401(k) Optimizer to help pre-retired and retired participants navigate investment options available in a company plan. According to USA Today, the number one fear of retirees is outliving their savings; yet, while 61 million Americans participate in employer-sponsored retirement programs (401(k), 403(b), 457, thrift savings plans), the overwhelming majority have little […]

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