Do you have a Zombie Retirement Plan?

Posted by Creekmur Wealth Advisors on 9:00 AM on October 29, 2020

Do you have a "Zombie Plan" roaming around somewhere in your financial past? An old 401(k), 403(b), or other employer sponsored plan that's been neglected and untouched for so long that it's almost left for dead!

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Topics: 401k, 403(b), Retirement, rollover

Weekly Flash Briefing 06/30/2020

Posted by Drew Creekmur, MSPFP on 4:25 PM on June 30, 2020

How to Navigate your Employer Sponsored Retirement plan

"My employer provides a Retirement Plan (401(k), 403(b), 457, SIMPLE IRA, etc.), but I don't understand it at all!"

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Topics: 401k, 403(b), Financial Planning, Investments, long term objectives, Planning, Retirement, Roth 401k vs 401k, saving and investing

Retirement Plans For Every Stage

Posted by Creekmur Wealth Advisors on 4:27 PM on November 6, 2018

retirement-stages

How can you create a solid retirement plan? How can you help ensure that your True Wealth is protected? Most people have at least one, if not multiple, 401(k)s, 403(b)s, IRAs, Roth IRAs, and Brokerage accounts.  But how many of you are truly leveraging other useful savings tools like HSAs, Roth IRA Conversions, and the Saver’s Credit just to name a few? Very few people are fully utilizing all of the financial tools available to them. That is why we would encourage you to consider looking at these underappreciated options for potentially greater retirement savings:

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Topics: 401k, Uncategorized, Retirement, Roth Conversions, Roth IRAs, RetirementRSS

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