401(k) – Djremixganna

How to Pick the Best 401(k) Investments for Maximum Growth

01/09/2024 by Jatin Pant

The recent SECURE Act 2.0 has ushered in greater pressure to use the 401(k), 403(b), or TSP accounts as core retirement plans, but most Americans do not understand how these retirement accounts work. The current financial education system in high school is antiquated and sets up young adults for a lifetime of being poorly prepared … Read more

What are the Tax Consequences of Rolling a 401(k) into an IRA?

26/08/2024 by Jatin Pant

Most people are confused and sometimes even trapped by the rollover of a 401(k) to a self-directed IRA. Some may not understand the tax implications or know the specific provisions that regulate such rollovers. Lack of clarity on this can mean unexpected tax liabilities, penalties, and lost opportunities for planning effective retirement. Rules and tax … Read more