DIY Personal & Retirement Financial Planning

Do-It-Yourself financial and investment planning Excel spreadsheet software

retirement

Is staying in an employer’s tax-advantaged retirement plan better that rolling retirement savings into a rollover IRA?

Here are the minimum requirements for a good quality employer sponsored retirement plan worth staying in. First, all investment and administrative costs should be fully disclosed and rock bottom in your employer’s tax-advantaged retirement account.  Second, an employee must have the choice of at least one very low cost, broadly diversified, low turnover, passively managed […]

Scroll to top