September 8, 2008By Rob Felter
Do you have all the answers?
Most of us do not take the time to fully understand how our retirement saving plans actually work. Regardless of how old you are, this is money that needs to be saved to ensure your financial future!
* How much should I save?
* What are the future tax implications?
* Are there any more restrictions beyond the 59 1/2 Rule?
* Is an IRA or a Roth IRA more suitable for me?
* What are the differences in a 401k, 403b, 457, IRA?
* Can I utilize the money in the plan when I want?
* If I change jobs, should I leave my 401k with them to oversee?
Your H.R. department unfortunately does not have all the answers, and it all might seem very confusing. What to do and what not to do?
You need to contact a professional that is local and you can trust!
Rob Felter is and independent financial services advisor. His licenses include: California Life & Health Insurance, California Securities, Series 63, U.S. Securities Series 6. Rob can be reached at (909) 994-2013 or via email at rob@matchplayservices.com
and is not a part of nor affiliated with the City of Chino Hills.