401k - Affinity Wealth Advisors

Simplified Rollover of After-Tax Dollars from 401(k) Plans

alan2017-02-26T13:03:23-05:00October 9th, 2014|401k, Roth 401(k)|

BackgroundHere's the dilemma. You have a traditional 401(k) that contains both after-tax and pre-tax dollars. You'd like to receive a distribution from the plan, [...]

In-Service Withdrawals: 401k withdrawals while you are still working

alan2017-03-18T17:49:11-04:00December 30th, 2011|401k, 401k and Pension, Roth 401(k)|

You should become familiar with the terms of your employer's 401(k) plan to understand your particular withdrawal rights (more...)

Thinking of borrowing from your 401(k)?

alan2017-02-26T13:03:50-05:00August 1st, 2011|401k, 401k and Pension|

With the current financial situation, you may be tempted to tap your 401(k). But before you decide to take a plan loan, be sure you [...]

The Roth 401(k)

alan2017-02-26T13:03:57-05:00April 4th, 2011|401k, Roth 401(k)|

The Roth 401(k) Some employers offer 401(k) plan participants the opportunity to make Roth 401(k) contributions. If you're lucky enough to work for an employer [...]