taxes

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 →
Teaching Kids About Money
Team SummitBudgeting & Debt, Employee Financial Resource CenterComments are off for this post
As a parent, it’s your responsibility to teach your children about the world, including how to manage money. Financial literacy is one of the most important lessons you can impart on your children to make them successful in adulthood. Raise fiscally responsible children by teaching them the right lessons for their developmental level. Teach them  Read More →
What to Do With an Inheritance
Team SummitBudgeting & Debt, Employee Financial Resource Center, Financial Planning, Investment Management, Retirement PlanningComments are off for this post
When a loved one dies, it’s already an emotional time, and receiving an unexpected windfall only complicates things. An inheritance can completely change your lifestyle or at least bolster your financial outlook, but only if you make sound decisions. The most important thing to keep in mind when dealing with an inheritance is to create  Read More →

You are now leaving Summit Group 401(k) Consulting

Summit Group 401(k) Consulting provides links to web sites of other organizations in order to provide visitors with certain information. A link does not constitute an endorsement of content, viewpoint, policies, products or services of that web site. Once you link to another web site not maintained by Summit Group 401(k) Consulting, you are subject to the terms and conditions of that web site, including but not limited to its privacy policy.

You will be redirected to

Click the link above to continue or CANCEL