SVIC Facebook Q&A Discussion: Beagle application for 401k consolidation Question for the group: *This question was asked to the community last January 5, 2023: Does anyone know about the Beagle application for 401k consolidation? I’m pretty sure I have some old 401k’s with old employers that I’d rather not communicate with, even for […]
SVIC Facebook Q&A Discussion: Roth 401k/IRA vs Traditional Question for the group: *This question was asked to the community last December 13, 2022: Why do tech industry people in California use Roth 401k/IRA instead of traditional? Unless I’m missing something—you’re already in the highest tax bracket so your tax bracket post-retirement cannot be […]
Overview A self-directed IRA is a type of retirement account that allows investors to diversify their portfolio with alternative investments. Self-directed IRAs offer a wide range of investment options including real estate, private placements, and more. In this blog post, we will discuss the basics of self-directed IRAs, why they are used, the benefits and […]
There are two main types of 401(k)s – the Roth 401(k) and the traditional 401(k). Both have their own pros and cons, and it’s important to understand the difference between them before you make a decision about which one is right for you. This post will explain the differences between a Roth 401(k) and a […]
Summary: In this article we will explore the options for a 401(k) plan that is being terminated, as well as the advantages and disadvantages of each. If your company is in the process of an acquisition or merger, a retirement account may be the last thing on your mind. After receiving this new (and potentially […]
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