Participating in your company 401(k) or similar plan (i.e., 403b, SIMPLE IRA, 457) is a great way to save for retirement. You can make significant contributions while deferring taxes until retirement. Although these accounts are useful for retirement savings, there are additional ways to save for retirement. Topping my list is the Roth IRA. Here are five reasons why you should consider a Roth IRA:
Read MoreThis video highlights ten investing guidelines that we recommend.
Read MoreIf you contribute to a 401(k) or other employer-sponsored retirement plans (403b, SIMPLE IRA, 457, etc.), you are eligible to rollover those funds to an IRA when you leave that employer. Rolling over a 401(k) to an IRA is a seamless process with distinct benefits. Here are my top three reasons why you should rollover your 401(k) when you leave your employer:
Read MorePERCENSION WEALTH ADVISORS, LLC IS A REGISTERED INVESTMENT ADVISOR FIRM (RIA). ANY MATERIAL PRESENTED ON THIS SITE IS FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT INTEND TO MAKE AN OFFER FOR THE PURCHASE OR SALE OF ANY SPECIFIC SECURITIES INVESTMENT, PRODUCT, SERVICE OR STRATEGY. IT DOES NOT REPRESENT FINANCIAL ADVICE. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. CONSULT A QUALIFIED FINANCIAL ADVISER, TAX PROFESSIONAL, INSURANCE AGENT, LOAN OFFICER OR LICENSED ATTORNEY BEFORE IMPLEMENTING ANYTHING DISCUSSED HEREIN. ANY REFERENCES TO PERCENSION WEALTH ADVISORS, LLC AND ITS MEMBERS THROUGH SOCIAL MEDIA ARE NOT TESTIMONIALS AND SHOULD NOT BE REPRESENTED AS SUCH.
PERCENSION® is a registered trademark of Percension Wealth Advisors, LLC.
