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A Retirement Checklist for When to Retire

Posted by GuidedChoice on Jun 20, 2019 4:57:30 PM

When you are near retiring, you need to get your finances in order. This means setting a budget, applying for federal programs, and understanding retirement funds. Here is a handy retirement checklist so you don't miss anything and know when you can retire.

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Topics: when to retire, retirement checklist

Everything you need to know about 401(k) withdrawal penalties

Posted by GuidedChoice on Jun 20, 2019 4:56:44 PM

A 401(k) plan is designed to provide people with a form of retirement income. Ideally, you routinely add money to your account and leave it untouched until retirement arrives. Unfortunately, life doesn't always work as planned. Sometimes events happen that require you to take an early withdrawal.

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Topics: 401k withdrawal penalties

Are Real Estate Funds Right for Your Defined Contribution Portfolio?

Posted by Thomas M. Anichini, CFA, Chief Investment Strategist on May 21, 2019 8:14:18 AM

shutterstock_1091209523While investments in real estate have long been common for defined benefit plans, more plan sponsors are turning to property markets to diversify their defined contribution (DC) portfolios. Large DC plans may have access to vehicles that invest directly in real estate or private real estate funds, but most DC plans do not. Therefore, this article focuses on real estate investment trusts (REITs[1]) and considers 

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