Wondering when you will be able to retire? We can map out a timeline and a distribution strategy for you, taking into consideration factors like the amount of income you hope to have during retirement, when to begin taking social security payments, taxes, inflation, and other financial goals you may have.
To prudently manage your investments, we begin by getting to know you. Together, we review your overall financial landscape. We discuss your existing investments and other assets, your near-term spending needs, and your long-term financial goals. These conversations allow us to develop a retirement investment plan that is suited to you. Set up a free consultation with a One Day In July advisor today to get started. Advisors at One Day In July are fiduciaries on all accounts, for all clients.
By Financial Advisor Hans Smith
After leaving a job, you have the option to complete a "direct rollover" of your workplace 401k or 403b into an Individual Retirement Account (IRA).
By Financial Advisor Hans Smith
Should you take the lump-sum pension payout option and transfer the assets from a pension to an IRA?
401k Hidden Fees: What Every Employee Should Know
By Financial Advisor Peter Egolf
401k plans have been a captive source for the financial industry to extract fees from American workers.
By Financial Advisor Hans Smith
More often than not, 401k and 403b plans default employee contributions into target dated investment funds. These funds may not be the ideal investment choice for many investors.
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