Posts with the category ‘401(k)’


Business Owners: Retirement Plans for Small Businesses

By Broadridge Investor Communication Solutions, Inc.   As a business owner, you should carefully consider the advantages of establishing an employer-sponsored retirement plan. Generally, you’re allowed a deduction for contributions you make to an employer-sponsored retirement plan. In return, however, you’re required to include certain employees in the plan, and to give a portion of the contributions you make to those participating employees. Nevertheless, a retirement plan can provide you with a tax-advantaged method to save funds for your own… Read More


Choosing a Beneficiary for Your IRA or 401(k)

By Broadridge Investor Communication Solutions, Inc. Selecting beneficiaries for retirement benefits is different from choosing beneficiaries for other assets such as life insurance. With retirement benefits, you need to know the impact of income tax and estate tax laws in order to select the right beneficiaries. Although taxes shouldn’t be the sole determining factor in naming your beneficiaries, ignoring the impact of taxes could lead you to make an incorrect choice. In addition, if you’re married, beneficiary designations may affect… Read More


It’s Time for Your 401(k)’s Annual Physical

By Andrea Coombes Five to-do items to keep your retirement account on track. Have you looked at your 401(k) lately? Many are convinced the best thing to do with a retirement plan is not to fiddle with it. It’s good to ignore short-term volatility and focus on long-term goals. But you shouldn’t ignore your account entirely. “Check it annually,” says Kimberly Foss, founder of Empyrion Wealth Management Inc. in Roseville, Calif., and New York. “A lot of people set it… Read More


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This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. Registered representatives offer securities through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Investment advisor representatives offer advisory services through Mutual of Omaha Investor Services, Inc. Family Wealth Management and Mutual of Omaha Investor Services, Inc. are not affiliated.

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