Article

August 1, 2002

Maximize retirement with a 'safe harbor'

Alternative 401(k) accrues greater benefit while conforming to IRS guidelinesQ It has been recommended that my practice adopt a "safe harbor"retirement plan. Does this make sense?

Related Content

August 3rd 2022

Money Matters: How to invest during rising inflation

Todd Shryock

The right strategy can help protect your wealth and keep you on track for retirement.

July 21st 2022

Money Matters: Informing your perspective on the bear market

Dave S. Gilreath, CFP

No matter what your age or risk tolerance, investing is a lot easier and likely more successful if your perspective is informed by market history.

July 5th 2022

Urology Times Money Matters: What you must do to survive down markets

Jeff Witz, CFP

Being patient and showing discipline are key behaviors.

June 29th 2022

Urology Times Money Matters: Annuity myths

Ken Nuss

Annuity myths are harmful because they lead people to dismiss annuities out of hand when they could be a perfect fit.

June 16th 2022

UT Money Matters: Are REITs right for your portfolio?

Dave S. Gilreath, CFP, Edward “JR” Humphreys, CFA, CAIA

Real estate investment trusts (REITs) offer an alternative asset to stocks or bonds that provide a convenient way to get income from rental properties without the risks and commitment of owning directly.

June 1st 2022

UT Money Matters: Roth IRA conversions

David Robinson, CFP

Expert insight on pros, cons and optimal strategies when considering converting a traditional IRA to a Roth IRA.