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Armstrong, Fisch & Tutoli

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858-453-0626
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Courtesy of Armstrong, Fisch, & Tutoli Attorneys at Law

UNDERSTANDING YOUR 401(K): TRADITIONAL VS. ROTH

Courtesy of Armstrong, Fisch, & Tutoli Attorneys at Law · November 11, 2019 ·

A 401(k) is a retirement savings plan that is usually employer-sponsored. This means you, as an employee, elect to have part of your earnings placed into an individual 401(k) account, which is managed by your employer. Generally, you can select from among a variety of different investment options for your account, usually a mix of different types of mutual funds. Often, you can also use your account to invest in your employer’s stock. Some employers also “match” part or all of their employees’ …

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HOW TO ENSURE YOUR INSURANCE MONEY GOES TO THE INTENDED BENEFICIARY

Courtesy of Armstrong, Fisch, & Tutoli Attorneys at Law · November 11, 2019 ·

Many people assume that the beneficiaries named in their estate planning documents are the same beneficiaries that will automatically receive the assets in their estate. But not all assets are treated equally when the estate is distributed. Insurance policies for example, as well as annuities or retirement accounts such as a 401k or an IRA, are transferred to a named beneficiary no matter what your Will says. Because of this, the beneficiary named in the policy or retirement plan will be the …

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THREE COMMON RETIREMENT INVESTMENT ERRORS

Courtesy of Armstrong, Fisch, & Tutoli Attorneys at Law · November 11, 2019 ·

When you create a financial plan for your retirement, saving is essential, but investing your savings is equally significant. As your retirement plan takes form, watch out for these common investment errors. Not Diversifying Diversifying your investment means putting your capital into a variety of money making opportunities. If you prefer safe investments, focus on money market accounts, and government bonds. If you are also concerned with inflation, the stock market is a place to potentially …

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Census Statistic of Interest to Elder Law Community

Courtesy of Armstrong, Fisch, & Tutoli Attorneys at Law · February 11, 2013 ·

The baby boomer generation is getting older, and people who are part of this group are reaching retirement age in droves. There are about 10,000 people applying for Social Security every day, and analysts tell us that this volume should stay in place for the next 20 years. Because of this, the population as a whole is aging. There is a very interesting statistic that is relevant to the elder law community that was circulated by the United States Census Bureau back in 2010 that underscores …

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Fiscal Cliff Fallout

Courtesy of Armstrong, Fisch, & Tutoli Attorneys at Law · February 8, 2013 ·

The question of whether or not the United States was going to fall over the "fiscal cliff" dominated the news in the weeks and days leading up to the new year. If we would have plunged over the cliff the estate tax parameters would have been quite dramatically affected. The exclusion would have gone down from $5.12 million to $1 million, and the top rate of the tax would've shot up to 55%. The maximum rate was 35% in 2011 and 2012. What the above means is that the portion of your estate …

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Armstrong, Fisch & Tutoli, Attorneys at Law

Armstrong, Fisch & Tutoli, Attorneys at Law

WHERE WE ARE

Armstrong, Fisch & Tutoli, Attorneys at Law
6050 Santo Road, Suite 240,
San Diego, CA 92124
Phone: 858-453-0626

Securities offered through Avantax Investment Services SM, Member FINRA, SIPC. Investment Advisory Services offered through Avantax Advisory Services SM. Placing business through Avantax Insurance Services SM. CA# 0D57837

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