Financial Planning

Options for Your Old 401(k) [Video]
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When you leave a job, what should you do with your retirement plan? Watch this helpful video from Fidelity to understand your options and decide which is right for you. Securities and investment advisory services are offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC, Summit Group of Virginia LLP, and Fidelity are not affiliated. Additional products  Read More →
What is Roth 401(k)? Is it Right for Me?
Roth 401(k) Basics Elective deferral contributions to a traditional 401(k) plan are contributed on a pre-tax basis and help lower your current taxable income. Roth elective deferral contributions, however, are much like a Roth IRA in that contributions are made on an after-tax basis. Money in the Roth account and any earnings will be distributed  Read More →

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