Category Archives: Featuring Rebecca Dawson

The Best Alternatives to a 401(k)

Greg McFarlane February 1, 2018 — 6:00 AM EST Since the 1980’s, it’s been the definitive American retirement plan, named after the corresponding section of the Internal Revenue Code: the 401(k). The setup is simple. With a 401(k), you contribute money from your paycheck every month. The money is automatically deducted from your check and invested… Read More »

11 Things You May Not Know About Your IRA

By Stephanie Powers December 15, 2017 — 6:00 AM EST One of the most important features of your IRA is the fact that it is an “individual” account. You can customize your deposits and take withdrawals when you want to, and you are responsible for paying taxes on distributions. You can even control what happens to… Read More »

9 Penalty-Free IRA Withdrawals

9 Penalty-Free IRA Withdrawals By Denise Appleby | Updated June 14, 2017 — 12:08 PM EDT The contributions you make to your IRA are intended to supplement your income during your retirement years. However, as much as you would like to let your IRAs remain untouched until retirement, unforeseen expenses may force you to distribute… Read More »

The High Net Worth Guide to Social Security

By Daniel Kurt | Updated May 12, 2017 — 2:35 PM EDT Even if you’re pulling in substantial income from other sources, Social Security can help pad your nest egg and, if invested, increase the assets you leave to your heirs. But maximizing your benefit requires some careful planning, especially if you find yourself in… Read More »