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Eric Berls

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Convert Your 401(k) to a Roth 401(k)?

The Fiscal Cliff deal passed earlier this year gave participants in their employer's retirement plan the option to convert their investments to a Roth plan. Not sure what that means? Read on.

How to choose your 401(k) investments

Most people spend more time planning where they are taking the family on a summer vacation rather than on how they will invest their 401(k). Here are some guidelines to tackle this task.

Put Some Spring in Your IRA

Now is the time to improve your retirement position and potentially reduce your taxes.

Don't let the IRS be the beneficiary of your IRA

With some simple forward planning you can allow your heirs to decide what is best for them and not what is best for the IRS. .

Meet the Simple IRA

The Simple IRA is an often overlooked solution for a small business wanting to offer retirement plan benefits to its employees.

When was the last time you actually read your 401(k) statement?

Your retirement savings is one of your largest assets and one of the most important. It’s important to keep tabs on what is going on with it.

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