Retirement plan review
Abstract: Retirement plan savings (e.g., qualified plans and IRAs) are important to one’s financial well-being for many reasons. They allow one to accumulate income without currently paying tax, and the power of compounding pretax dollars makes a retirement plan one of the most powerful investment vehicles available. Therefore, it is important to do everything possible to get the most out of one of the best investment opportunities available. This article lists information to consider when conducting a review of retirement plans.