NOT SURE WHAT TO DO WITH YOUR 401K WHEN RETIRING? SOME OPTIONS

Congratulations on accumulating a YUGEEE portion of your retirement money in a 401-K! As you approach retirement you need to decide what to do with YOUR HARD EARNED MONEY, currently sitting in one or more 401K Plans. This is a nice problem to have!  SOME OPTIONS FOR AFTER RETIREMENT Keep your money in your 401-K Plan(s).Roll into an IRA or a ROTH IRA and convert to Exchange Traded Funds (ETFs), to lower fees.There ...

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SO YOU GOT A HUGE TAX REFUND – NOW WHAT?

Approximately 76 million or 44 percent of Americans paid ZERO federal income tax in 2018.  For the rest of us, about 70% will get a refund. Keep in mind because your tax bracket was most likely decreased for 2018, your refund will be smaller than 2017’s refund.   WHAT YOU CAN DO WITH YOUR REFUND- TO GROW YOUR NET-WORTH PAY OFF HIGH INTEREST DEBT If you have credit card debt, this may be a perfect use for your tax ...

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