by Drew Garner | Jun 2, 2023 | 401k, Drew Garner, Financing Strategies and Debt Management, Investment Planning, IRA, Retirement Savings & Income, The Point
With all the rules and options, starting a 401(k) plan through your employer can be a daunting task. In this comprehensive 401k overview video, Castlepoint Partner, COO & Advisor Drew Garner, CFP®, discusses contribution limits, vesting schedules, types of 401k plans, investment options, and employer matching.
by Jake Weatherford | May 5, 2023 | 401k, IRA, Jake's Take, Retirement Savings & Income, The Point
https://youtu.be/w6_oyY4kefo Congratulations! You just moved workplaces or retired. Now, what do you do with that old 401(k)? In the second installment of the Jake’s Take “Back 2 Basics” series, Castlepoint Partner and Advisor Jake Weatherford, CFP®, lets you know you...
by Jake Weatherford | Mar 10, 2023 | Education Saving Vehicles & Education Funding, IRA, Jake's Take
What happens if you don’t use all of your 529 account funds and there’s no school to be paid for? Castlepoint Partner and Advisor Jake Weatherford, CFP®, explains a new rule from the Secure Act 2.0 that will let you roll your 529 into a Roth IRA.
by Kendall King | Dec 14, 2022 | 401k, Financial Planning Basics, IRA, Kendall's Counsel, Retirement Savings & Income, The Point
Oh, what fun it is to save. Wrap up your 2022 financial and tax planning efforts and start preparing for a prosperous new year with these five smart tax-saving tips from Castlepoint CEO Kendall King.
by Jake Weatherford | Jun 7, 2022 | IRA, Jake's Take, Retirement Savings & Income, The Point
401(k)s, IRAs, and company-sponsored savings plans are not one-size-fits-all retirement options. In this Jake’s Take video, Castlepoint Partner Jake Weatherford discusses the uses and advantages of a retirement savings technique called a backdoor Roth IRA conversion.
by Jake Weatherford | Aug 4, 2021 | IRA, Jake's Take, Retirement Savings & Income, The Point
Discover the differences between Roth IRAs, Traditional IRAs, and Brokerage Accounts, and how they differ when related to 401Ks.
by Castlepoint Wealth Advisors | Nov 7, 2019 | In The News, IRA, Retirement Savings & Income
https://oklahoman.com/article/5646306/year-end-is-a-good-time-to-consider-roth-conversions
by Castlepoint Wealth Advisors | Apr 25, 2016 | In The News, IRA, Retirement Savings & Income
This article, written by Kendall King, showcase the benefits of Roth and Traditional IRA's and IRA conversions. Click to read.
