Retirement Planning – Funding My Wife’s 401(K)
Q : I have 90% of our retirement savings in my pre-tax 401(K) plan,and about $740,000 plus my pension. My wife just started a new job, and rolled over a ROTH 401(K) to her new employer’s ROTH 401(K) and totals about $10,000. I am maxed out on my pre-tax savings, and have no Roth option. […]
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Subscribe to our newsletter to receive a monthly update and analysis of the economy, as well as general news and information from Capital Investment Advisors (CIA). CIA is an Atlanta-based, fee-only investment management firm that specializes in retirement income planning. We currently manage more than $750 million in assets, making it one of Georgia’s largest […]
Money Matters – November 2011
Wes Moss on Money Matters – November 2011 {module Money Matters 11-7-11}
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follow us on What does CIA do? Investment Management: We help our clients Sleep Well At Night (SWAN) by managing their portfolio with a mix of income producing investments for cash flow needs and growth investments for capital appreciation. Wealth Management: In addition to managing your investments, we make sure that every […]
