What to do with an old 401(k)? Laid off during an economic crisis like now can be difficult. Leaving your old 401(k) behind should not be.  There are some great advantages to rolling over your old 401(k)’s and IRA’s into one consolidated IRA. This includes – #1 More investment options– Unlike 401(k)s which reduces options…

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Take note of them for 2019.     Some notable developments are about to impact 401(k) plans. They follow a major change that became effective in 2018. Thanks to the Tax Cuts & Jobs Act, workers who borrow from 401(k) accounts and leave their jobs now have until October of the following year to repay plan…

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Last week, the East Coast prepared for Hurricane Florence, which roared through the Carolinas and Georgia. As investors kept their eyes on the weather and its potential for destruction, estimates emerged of up to $27 billion in hurricane damage. This potential for damage contributed to insurance companies in the S&P 500 declining last week.[1] While the…

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How does IRS Savers Credit work?

It can be tough paying your bills and saving for retirement sometimes. That’s especially true if you’re living in Metro Atlanta or another large city with a relatively high cost of living. However if you meet certain criteria, you may benefit from the IRS Saver’s Credit. If you would like more information on the Atlanta Savers…

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