fbpx
(214) 239-4700 READ MICHAEL'S LATEST BLOG: Five Ways to Invest in Your New Normal
Five Top Tips for 401(k) Participants

Five Top Tips for 401(k) Participants

Which is better for you?

Going to the Doctor when you are sick or going to the Doctor regularly for preventive checkups and maintenance?

Just like everything else in your life it is always better to be proactive versus reactive. Being proactive in retirement means getting the most from your 401(k) plan retirement plan.

These are my FIVE Steps for participating in and having a successful 401(k) whether you are a participant or the company administrator/fiduciary.

STEP 1 – Get the most from your 401(k) Plan.

 

(more…)

No FAT TAX = an IRA Contribution

No FAT TAX = an IRA Contribution

What if I told you I have a magical way of converting waste into retirement savings?  Would you take about two minutes and read the secret recipe?

If your answer is yes, then grab a pen and paper and make your own list as you read through this week’s blog.

How much do you spend each month/year in making your “FAT TAX” payments?

You read that right – FAT TAX, not a flat tax.
(more…)