Missed Fortune Super Blog

A Savings Vehicle That Makes All the Difference

Missed Fortune – You and Your 401(k) Roll-Out

Posted on | February 22, 2009

How to create predictability. You’re most likely going to be in a higher tax bracket during retirement. Tax on the seed or the harvest? The economy and legislation. States like California and Kansas holding onto tax refunds. Don’t overpay the government in taxes. The IRA/401(k) dilemma. Roll over or roll out your 401(k). $8,000 tax credit for first time home buyers.

 

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*Life insurance policies are not investments and, accordingly, should not be purchased as an investment

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