retirement-planning

FEATURED INSIGHT

Preparing Your Family for Their Inheritance

EP Wealth's Jon Bacon, CFP®, shares practical steps for preparing...

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How and When to Convert Traditional IRA Funds to a Roth IRA

After meeting your RMD, you can reinvest additional IRA funds into a ROTH IRA to keep growing...

How Do I Determine This Year's 'Success' For My 401(k)?

Did your 401(k) have a good year? EP Wealth retirement planning advisors explain how to calculate...

What is the Difference Between a Standard 401(k) and a Safe Harbor 401(k)?

The Safe Harbor 401(k) requires that employer contributions be fully vested. Learn more about the...

Retirement Planning for Small Business Owners

One in ten U.S. workers is self-employed. Many don’t have a plan in place for the future. Learn the...

What Your Vesting Period Means for Your Retirement

You’ve landed a great job with a generous benefits package. However, there's one thing to work out:...

Why Women Should Think Differently About Retirement Planning

Women have many things to think about when it comes to planning for retirement. For starters, women...

The Four Main Considerations for Aging in Place

Author: Rick Bryan

Retirement Planning Terminology: 10 Terms You Need To Know

Retirement planning is complicated, with many different terms to know. At the end of the day, it’s...