Fee-Based Financial Planner, Hourly Rate, or Commission
Tim helps employers implement, manage, and service the retirement plans of companies and not-for-profits per the rules and regulations of ERISA and the Department of Labor (DOL).
I advise on any possible rollovers from your employer’s retirement plan including plans in which you own company stock. I then design strategies for income planning during retirement.
Do you happen to have after-tax money in your 401k or 403b, assuming the fees and expenses in the IRAs are comparable to the 401k or 403b? A rollover might be beneficial.
After the introduction of a new rule from the Securities and Exchange Commission (SEC), with a new interpretation from the Department of Labor (DOL) of an old law, the Employee Retirement Income Security Act (ERISA), there is not much difference
After making their Option A, B, or C Massachusetts State Teachers Retirement System election, a retiring educator’s next big decision is what to do with their 403b plan. Keep it in their school system’s 403b plan or roll it over
I advise on any possible rollovers from your employer’s retirement plan including plans in which you own company stock. I then design strategies for income planning during retirement.
Securities are offered through Cambridge Investment Research, Inc., a Broker-Dealer, member FINRA/SIPC. Investment advisory services are offered through Cambridge Investment Research Advisors, Inc., an SEC Registered Investment Adviser.
