The Power of Roth Contributions Within a 401(k)
Saving for retirement is a crucial financial goal, and one of the most effective ways to do so is through a 401(k) plan. While traditional 401(k) contributions offer tax advantages,
Clarity, Not Complexity…
Because Retirement Shouldn’t Be Confusing
At Financial Enhancement Group (FEG), our mission is to help you enjoy life with fewer financial regrets. That’s why our wealth management blog focuses on clear, practical retirement planning advice, so that you can spend more time doing what you love and less time worrying about the details. We often say, we take care of people who don’t want to worry about their money, but know that it’s taken care of.
Here, you’ll find trusted financial planning insights from our advisory team on retirement income, tax strategy, investments, risk management, and legacy planning. Every article is designed to help you make confident decisions during Your Life After Work™.
Category: Roth
Tax Diversification: Why It Matters
When it comes to taxes, most of us view them through the lens of how we can reduce the amount we pay today. We also view saving for retirement as
Financial Orphans
Technology has eased the burden of tracking multiple financial accounts from work to college credit unions of the past. The ease of reporting should optimize the utilization of the resources.
“The 5 Year Roth Rule” Consider This Program with Joe Clark, CFP and Co-host Angi Kinser
In this segment we will cover: If you have earned income and it’s not too high, you can put in $6,000 or $7,000 as a contribution, depending on your age.
What are the 5-year rules for Roth and how to use them in retirement 1415
Consider This Program with Jamie Burton and Grant Soliven, AIF. In this segment we will cover: In the world of retirement accounts, Roth IRAs are the favored child. What’s not
Making the most of your 401(k) – 1401
Consider This Program with Aaron Rheaume, CKA and Grant Soliven, AIF In this segment we will cover: An in-service, non-hardship distribution is a 401k option that not many are aware
Stay Informed, Stay Confident
Whether you’re making day-to-day financial choices or preparing for major life transitions, these articles are here to help you navigate your journey with purpose.
We encourage you to share articles with family members, friends, or anyone who could benefit from tax-smart retirement strategies and clear, actionable advice.