IRA

[VIDEO] Roth for Retirement: You Might Be Missing Out!
Team SummitEmployee Financial Resource Center, Financial Planning, Retirement PlanningComments are off for this post
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Have you considered Roth contributions to your retirement savings? If you haven’t looked into the potential benefits of Roth contributions, or it’s been a while since you’ve thought about it, tune into our thoughts on Roth for Retirement. Then, get nerdy like us and look at the numbers – check out the Roth vs Traditional  Read More →
The SECURE Act: Legislation to Help Americans Save More for Retirement
Team SummitEmployee Outcomes, Employer Resource Center, Fiduciary GovernanceComments are off for this post
It’s no secret that Americans are not saving enough for retirement. The U.S. Government Accountability Office (GAO) recently reported that 48 percent of households aged 55 and over have no retirement savings. To address this issue, a new retirement-related bill is making its way through Congress, The Setting Every Community Up for Retirement Enhancement (SECURE)  Read More →
Ten Reasons to Roll Over Into Your Plan vs an IRA
Team SummitEmployee Outcomes, Employer Resource CenterComments are off for this post
Chances are, you have employees with assets in a prior employer’s retirement plan. When new employees are hired, often times wading through health insurance paperwork and tax forms take priority over doing something about their old 401(k). It can become a forgotten piece, until something sparks the desire to take action – perhaps receiving a  Read More →

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