Apr 20
 

 

http://www.brosnanfinancial.com/ Financial Retirement Annuity Advisor Shane Brosnan Newport Beach California discusses options for turning your 401K into ret…

 


 
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Feb 02
 

 

Over the past decades, defined-benefit plans have been replaced, for the most part, by defined-contribution plans like 401(k) plans. But the majority of Americans with access to 401(k) plans are not saving the maximum amount they can, and in many cases are not saving at all. Should the government play a greater – or different – role in getting Americans to save more for their retirement?

 


 
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Mar 10
 

 

You should consult a CPA any time you’re planning involves a transfer of assets to a trust or children or involves a 401K, IRA or Pension Plan or other Qualified Funds or deals with tax deferred annuities or accounts. The unexpected tax consequences can be devastating and many times a particular plan would not have been implemented if you had known how much taxes you were going to pay. In most cases we can achieve the same end result with little or no income taxes. Sometimes the income taxes are generated immediately and sometimes it may be years before the devastating tax bill pops up on your child’s tax return which can be a very unpleasant surprise to you and your children.

 


 
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Jan 19
 

 

WJBF News Channel 6’s Archith Seshadri reports
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Jan 19
 

 

Raiding your nest egg isn’t as terrible as you may think, Eric Schurenberg says. But you need to be smart about it.

 


 
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