retirement-planning

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FEATURED INSIGHT

Growing Community Impact: EP Wealth and the American Red Cross

Discover how EP Wealth Advisors' collaboration with the American Red...

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4 Interesting Facts About Employer Contributions to Your 401(k)

If you work for a company, you might be offered a 401(k) plan. For millions of Americans, 401(k)...

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...

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...