I got my start on Wall Street as a lawyer before moving to money management more than 30 years ago. My firm, Jackson, Grant Investment Advisers, Inc. (www.jacksongrant.us) of Stamford, CT, is a fiduciary high-net-worth boutique specializing in managing retirement portfolios. I
401(k) Match Game: Company Money Helps You Leverage Retirement Savings
If you think of your 401(k) plan in the context of how to leverage your retirement savings, think about 401(k) matching.
To Build Retirement Savings, Leverage The Power Of Your 401(k) Plan
If you work for a company that offers you a way to leverage your savings, it pays to learn as much as possible about how that works.
Do You Think You Can’t Afford A 401(k)? Check Your W-4
Can’t afford a 401(k)? Don’t make that decision before you check your W-4 withholding, especially if you get a tax refund.
Penalty For Missed RMDs Is Reduced; Why You Should Care
While the penalty for a missed RMD has been reduced from 50% to 25% (and possibly 10%), it shouldn’t alter your approach for taking timely RMDs.
Age 72 Or 73? Confused About RMDs From IRAs?
When it comes to required minimum distributions and required beginning dates, be guided by your tax adviser.