401(k) News Continued

Retirement saving for freelancers and contractors

Retirement Planning – Freelancers Have A Secret Weapon, The Solo 401(K)

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An amazing 40 percent of American workers will be classified as freelancers by 2020, according to the Bureau of Labor Statistics. Once the province of recent graduates and those “in between” jobs, the wave of the future seems to be contract work as a long-term career for millions of Americans. And because of this trend,… Continue reading

 
401k retirement

The Basics of 401(k) Retirement Planning

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The history of the most common American retirement plan — the workplace 401(k) — is long, but the essential idea is simple. Save money today and lower your current income taxes. Put in pre-tax money while you are working and take money out later, and pay the income taxes when you take money out in… Continue reading

 

All the Ways You Can Mess Up Your 401(k)

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Workplace retirement plans get a lot of bad press, primarily small company plans loaded with high fees. But, truth be told, 401(k)s have been a boon to millions of Americans with access to them. In total, 55 million savers held $5.3 trillion in these plans at the end of 2017, according to industry data. Put… Continue reading

 
Burt Malkiel on which investment do best over time

Rebalance Featured On PBS Finance Show Wealthtrack

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Consuelo Mack is a long time fan of Professor Burton Malkiel and Dr. Charles Ellis. In fact, she had both of them on her show several times.  So naturally, she was intrigued when Burt and Charley joined the Rebalance team and took a central role leading the firm’s Investment Committee and helping to design and monitor the… Continue reading

 
Finding Investment Advice for More Modest Retirement Accounts

Finding Investment Advice For More Modest Retirement Accounts

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If you’re perfectly capable of running your own retirement savings, selecting the right mix of low-cost investments, rebalancing at the right time and not buying and selling out of fear or greed, then good for you. But the majority of people — maybe the vast majority — are not like that. They may be smart enough… Continue reading

 

An Entrepreneur’s Guide to Financial Success

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This Sunday’s Washington Post shared something I’ve long known…namely that my partners Scott Puritz and Mitch Tuchman are world-class human beings. The Post profiled Scott to share his entrepreneurial spirit and how Rebalance came to be. And what an exciting story it is! Rebalance was born out of a desire to help investors save and… Continue reading