Category Archives: 401(k) Plans

Roth Solo 401(k) Makes More Sense Than Ever

Roth Solo 401(k) Makes More Sense Than Ever

Lower tax rates under the new income tax law, combined with the likelihood of higher tax rates in the future, support a Roth solo 401(k) contribution strategy.

A 401(k) Plan Isn’t a Pension Plan

A 401(k) Plan Isn’t a Pension Plan

Although 401(k) and pension plans are retirement plans, only a pension plan is designed to provide a known monthly income stream which is generally payable for life.

6 Deficiencies of 401(k) Plans

6 Deficiencies of 401(k) Plans

There are six deficiencies of 401(k) plans compared to defined benefit pension plans that transfer the retirement accumulation and retirement income planning responsibilities from employers to employees.

5020 Campus Drive
Newport Beach, CA 92660-2120
Phone: (949) 251-0910 or Toll Free: Plan2Retire (844-752-6273)

Email: info@RetirementIncomeCenter.com

Advisory services offered through Retirement Income Center, a Registered Investment Advisor

©2019 Robert Klein and Retirement Income Center. All rights reserved.

TERMS OF USE | PRIVACY POLICY