Sentences with phrase «retirement plan balance»

For people who have a small retirement plan balance, they will need to 1) invest more, 2) invest more aggressively (but not stupidly), and 3) accept the volatility.

It is great that you have confidence in the company you work for and want to buy more stock, but if you are holding too much stock and the company suffers financial problems, then the stock price inevitably falls thereby causing your retirement plan balance to be at risk.

Once you leave your employer, you'll have a choice: You may be able to leave your retirement plan balance in your old employer's plan, move it to your new employer's plan or transfer it to an IRA.

It's amazing that a 2 % fee can wipe away over 25 % of a retirement plan balance.

Typically, retirement plan balances are subject to both income and estate taxes.

Typically, retirement plan balances are subject to both income and estate taxes, but because Grey Muzzle is a nonprofit organization, we won't pay income tax on the distribution nor will the gift be subject to estate tax.