Employee Financial Resource Center

To Roth or Not to Roth
Team SummitEmployee Financial Resource Center, Financial Planning, Retirement PlanningComments are off for this post
Many 401(k) and 403(b) retirement plan participants are uncertain as to the benefits of saving their contributions on a Traditional (pre-tax) or Roth (after-tax) basis. As a reminder, although you get a current year tax deduction for pre-tax contributions, the principal and growth will be taxable in retirement.  In contrast, Roth contributions are made with  Read More →
[VIDEO] Investing for Retirement: Part 1 – Your Saving Years
Team SummitEmployee Financial Resource Center, Investment Management, Retirement PlanningComments are off for this post
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We all know that saving money for retirement is critical to living comfortably when your working years are over.  But for many, what proves to be more complicated is understanding how to invest those savings so our money can grow. Without a certain amount of growth, accumulating enough money for retirement may very difficult to  Read More →
Understanding Social Security Nuances: Spousal, Widowed, and Divorced Benefits
Team SummitEmployee Financial Resource Center, Financial Planning, Retirement PlanningComments are off for this post
It’s no secret that Social Security can seem very complicated, even for your, normal retirement benefit.  Layer on any life-complexities and some may feel like they need a doctorate to understand it all! Cue our friends at MFS, who prepared several FAQ documents to help clear up the confusion around Spousal Benefits, Benefits for Widows  Read More →

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