WrapManager's Wealth Management Blog
When life changes, we can help you thoughtfully respond.

4 Things You May Not Know About Your 401(k)

Posted by Seton McAndrews | CFP®, Vice President Investments

June 22, 2016

Allow us ‘cut to the chase’ on one thing when it comes to 401(k)s: they are almost always valuable tools for retirement planning, for those who can access them. 401(k)s have been bedrocks of retirement planning for a long time and could remain so for years to come.(Click here to get the ebook, 5 Ways to Enhance Your Retirement Planning Strategy). If you’re working and have access to one, do everything you can to max it out and invest it according to your risk tolerance and long-term objectives. It’s hard to imagine regretting that type of planning.

[+] Read More

401(k) Rollover Retirement Income Strategy

401(k) Allocation Advice: Which Investments Should You Choose?

May 6, 2014
First and foremost – don’t pay extra for the advice! As part of a comprehensive investment plan, your financial advisor should provide ... [+] Read More

Zacks Investment Management and Dividend-Focused Money Managers

January 15, 2014
With uncertainty surrounding the current and future interest rate environment, some investors are seeking potential alternatives to holding ... [+] Read More

Tips for a Successful 401(k) Rollover

November 6, 2013
When someone leaves an employer to retire or join another employer, there are often decisions about what to do with their 401(k). There are ... [+] Read More