Roth IRA Rules
I’ve wanted to write a little explanation of Roth IRA’s because many people have asked if now is the time to convert to such an account. Today I ran across a great article that was ACTUALLY RIGHT...
View ArticleWho’s Actually Running Your 401k?
We are called into small businesses at least 1x a week to review 401k plans and help business owners establish new plans that meet the need of their workers in the most efficient manner. What is...
View Article401K Plans Being Taken To Court For High Fee’s
401k Plans and Pension Plans are typically some of the highest cost plans in the industry. Most small business owners and pension plan board members are ‘unaware’ of the rules and responsibilities...
View Article401k/Trustee Directed Plans – Excerpt from 02.21.10
Bryan and Jim continue discussion about 401k plans and the high fees associated with choice vs. the lower fees of trustee directed plans. For most plans under $6 Million Dollars, the costs of 401k...
View ArticleBeware of Roth Conversions Video
The talk of 2010 is the ability to convert your Traditional IRA to a Roth IRA and spread the taxes out over a two year period. What are the pro’s and con’s of such a move? Is it right for everyone?...
View Article401k Lawsuits: ABB and Fidelity–Bryan Binkholder The Financial Coach and...
As I revealed in the 401K Conspiracy: How companies & employees are being robbed by Wall Street as the Government looks the other way the corruption and hidden fees within 401k plans are huge and a...
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