Sentences with phrase «current retirement plan assets»

I think between that contribution and our current retirement plan assets that we are comfortably on track to have enough retirement income after the age of 59 1/2.

Not exact matches

Roper and other consumer advocates argue that conflicted advice is deeply engrained in the brokerage business model, echoing the concerns outlined in a recent leaked White House policy memo in which officials concluded that «the current regulatory environment creates perverse incentives that ultimately cost investors billions of dollars a year» in the form of unnecessary rollovers of 401 (k) plans into costly IRAs, and «excessive churning (repeated buying and selling) of retirement assets.»

A professional can look at your current assets and create a savings and investment plan that will get you to retirement in good shape.

One method of retirement planning is to use your current assets and savings / investing plan to project how much money you'll have in retirement and how long it will last.

The reported account balance represents retirement assets in the 401 (k) plan at the participant's current employer.

You can get a sense of whether you ought to increase or decrease the amount you pull from savings by going to a retirement income calculator that uses Monte Carlo assumptions to estimate how long your assets are likely to last and plugging in such information as your nest egg's current balance, how your investments are allocated between stocks and bonds and your planned level of withdrawals.

Our Certified Financial Planners (CFPs) offer unbiased financial advice to create a personalized financial plan that takes into consideration your current net worth, tax liabilities, asset allocation, and future retirement and estate objectives.

Common ways that assets from a QDRO are distributed, assuming it is from a defined contribution plan such as a 401 (k), are transferring the assets to an IRA in the receiving ex-spouses name or a new account with the company that the current retirement plan is with.

This plan starts with their current assets, their overall goals — like retirement age, their investing «style», their risk threshold, the things they wish to accomplish — like funding vacations or children's education, etc..

These retirement models are «dynamic,» because all you d do is input the year you plan to retire, choose one of the five Investment Risk Tolerance Categories, other life factors, and the asset allocation mix comprised of the current mutual fund picks changes.

This means that taxes you deferred over the years, coupled with additional retirement assets, may find you retiring back to your current tax bracket, or possibly higher without proper retirement income planning.