Where Did My Retirement Go? How To Locate Lost Retirement Benefits

2019-07-02T21:11:05-04:00January 26th, 2018|

For one reason or another, you may find yourself in a situation where you've lost track of a retirement account like a 401(k) or pension. There are several ways this can happen: Job change. People change jobs in today's economy much faster than they did in the past, and that means that retirement accounts like [...]

How to Fix Your Overfunded Retirement Account

2017-10-27T16:34:15-04:00October 23rd, 2017|

Is socking away large sums in a tax-deferred retirement account ever a bad idea? It is when you exceed the annual IRS limits. And intentional or not, the penalties can be painful. Here's how overfunding occurs and what steps to take to fix an overfunded retirement account. When do overfunding situations occur? Overfunding retirement accounts [...]