Retirement Plan

401K, Retirement Plans

Retirement Plan Limits

Let’s start with the employer plans, 60% of employers offer some sort of retirement plan, but only about 50% of employees take advantage of the plans offered.

WBZ NewsRadio 1030–10/21/2014

Workers, Employees, Technology Jobs, Computers

It’s National Save for Retirement Week!

I know we have weeks dedicated to so many different things. Did you know we have a donut week? So we should have a Save for Retirement week!

WBZ NewsRadio 1030–10/20/2014

Checks, Money, Payment, Loans

Using Your Retirement Plan As A Revolving Savings Account

According to the Employee Benefit Research Institute’s latest study on borrowing, more than 20% of participants have outstanding loans from their retirement plans.

WBZ NewsRadio 1030–09/25/2014

Social Security Checks

No Retirement Plans At Work

Listeners tell me they’re not worried, they’ll have their Social Security, but Social Security was never intended to be your only source of income in retirement.

WBZ NewsRadio 1030–10/25/2013

(Photo by Chip Somodevilla/Getty Images)

Are You Saving Enough For Retirement?

The average 401(k) balance came in at $80,600 at the end of the second quarter of this year (2013) according to a report released by Fidelity, which represents 12.4 million U.S. workers.

WBZ NewsRadio 1030–10/24/2013

Banks, 100 Dollar Bills, Cash, generic, withdrawal, Counting Money

Your Over The Hill Retirement Plan Bonus

Workers over 50 can contribute an extra $5,500 this year to their 401(k), 403(b), 457.

WBZ NewsRadio 1030–10/23/2013

(Photo by Joe Raedle/Getty Images)

Know Your Retirement Plan Options And Limits

Sixty percent of employers offer some sort of retirement plan but only about fifty percent of employees take advantage of the plans offered.

WBZ NewsRadio 1030–10/22/2013

cash, money, 100 dollar bills

How To Use Your Retirement Plans To Lower Taxable Income

Looking for a tax shelter? The best way to beat taxes is by investing in your retirement plan.

WBZ NewsRadio 1030–02/20/2013

Elderly Man

Estate Planning Is Essential While Still Competent

Honor Dad this Father’s Day….Get his estate in order.

WBZ NewsRadio 1030–06/15/2012

(File Photo by DENIS CHARLET/AFP/Getty Images)

Dumb And Dumber Money Moves: More Dumb Moves

In doing research on Dumb Money Moves I found a great list in a CNN article.

WBZ NewsRadio 1030–03/02/2012

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