401k

July 22, 2019 | Alvin Carlos, CFA, CFP®

Changing Jobs? 4 Tips

If you’re changing jobs soon or you’re looking to do so, here are four things that you should be thinking about!

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July 5, 2019 | Alvin Carlos, CFA, CFP®

7 Ways the New House Bill May Affect You

The House recently passed the Secure Act – what does that mean for your personal finances? Watch District Capital’s Alvin Carlos’s recent analysis into the ways in which the new bill (expected to be signed into law) may affect you.

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June 26, 2019 | Mark Avallone, MBA, CFP®, CRPS®

The Biggest Reasons You Don’t Control Your 401k Costs

I often read about how investors can lower their 401(k) costs, and the suggestion seems to be that participants have the power to control everything in their plan. This is not the case. The structure of a 401(k) plan doesn’t provide participants with all the power they need regarding costs. However, there are a few […]

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November 13, 2017 | Mark Avallone, MBA, CFP®, CRPS®

Why Now may be a Bad Time for a Roth Conversion

Roth IRAs and Roth 401(k) plans represent one of the few tax advantaged ways for Americans to invest. These Roth investment products allow you to make an after-tax contribution into an investment account. Subject to certain terms and conditions, they also allow for tax-free growth and tax-free withdrawal of dividends, interest, and capital gains. In […]

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August 24, 2016 | Mark Avallone, MBA, CFP®, CRPS®

Changing Jobs? 16 Questions To Ask That Will Help Protect Your Financial Life

Recent research from the Bureau of Labor Statistics shows that the typical worker born in the latter years of the baby boom (1957-1964) changes jobs approximately 11 times in their lifetime. While many of these transitions occur at younger ages, there are impacts whenever there is a change. There are many areas to consider before transitioning jobs. […]

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August 24, 2016 | Brad Sherman

401k

The Conflicts of Interest Around 401(k)s

A new study in the Journal of Finance has found that conflicts of interest in 401(k) plans can lead to serious losses for individual investors. More specifically, the 2,500 funds surveyed were less likely to eliminate under performing funds that were their own rather than another provider’s fund. This can be very costly to retirement […]

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