Wed, 5 August 2015
Although it's a good rule of thumb to roll over your 401(k) when leaving a company, there are times you shouldn't. Chad Burton, CFP®, and Rob Black discuss those times as well as other retirement plan issues, such as pre-tax vs. after-tax dollars and how to figure out if your plan is a bad one.
Tue, 4 August 2015
Today I break down the recent market correction, discuss the under-education on 401k's and answer listener e-mails.
I break down the recent correction in the market focusing on revenue growth and decline in various stocks.
Determining the risk number that is right for you.
I give examples on the differences between all stock and balanced portfolios.
A counter argument to an article which declares 401(k)s to be a failure, blaming it on under-education.
I respond to an e-mail where the listener has sold his apartment building and would like alternatives to a 1031 exchange to mitigate taxes.
Another listener intends on buying a house with plans to rent it, but does not have faith in the economy. I explain why it's a terrible idea to invest heavily in only one part of the market.
How do inflation adjustments work after retirement?
Email your money question to email@example.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.