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Choosing an Entity for Your Business
(McNeely Content/Blog)
Tags: [Sole proprietorship, Partnerships, Limited partnerships, Limited liability partnership, C corporations, S corporations, Limited liability company] ...
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Annuity Distributions
(McNeely Content/Blog)
... when they begin, whether the amount can be fixed or variable, and how long the payouts will last. Note: Guarantees are subject to the claims-paying ability of the issuing insurance company. Annuities ...
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Are you planning to retire? Or will you be surprised?
(McNeely Content/general)
... what does that mean to you? It means that I am not bound to sell you company products. I can carefully select the investments that I feel will most benefit you, not the investments someone else has told ...
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Health Insurance in Retirement
(McNeely Content/Blog)
... company or insurer that has been approved by Medicare. Unfortunately, Medicare won't cover all of your health-care expenses. For some types of care, you'll have to satisfy a deductible and make co-payments. ...
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Funding a Business
(McNeely Content/Blog)
... financing source for your business but, then again, it may not. Like angel investors, venture capitalists typically take an equity stake in your company, and most expect to receive preferred equity security ...
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Evaluating a Job Offer
(McNeely Content/Blog)
... may be looking to make more money or seeking greater career opportunities. Or, you may be forced to look for new employment if your company restructures. Whatever the reason, you'll eventually be faced ...
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Fixed Annuity Contracts
(McNeely Content/Blog)
... A fixed annuity is a contract sold by an insurance company. The purchaser makes contributions (investments) into the annuity either as a lump sum (referred to as a single premium annuity) or over a period ...
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Shopping for an Annuity
(McNeely Content/Blog)
... (as opposed to a fixed annuity), you can be less concerned about the financial stability of the issuing company, because assets held in the subaccounts of a variable annuity are not subject to the claims ...
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Understanding Long-Term Care Insurance
(McNeely Content/Blog)
... exclusions, and provisions. Once you find a policy you like, be sure to check insurance company ratings from services such as A. M. Best, Moody's, and Standard & Poor's to make sure that the company is ...
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Working with a Financial Advisor
(McNeely Content/Blog)
... a company pension. Today, your hopes and dreams are no different. Like most people, you probably want to buy a home, put your children through college, and retire with a comfortable income. But the world ...
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Sticker Shock: Creative Ways to Lower the Cost of College
(McNeely Content/Blog)
... like partial tuition reimbursement or company scholarships? Check with your human resources manager. Have grandparents pay tuition directly to the college Payments that grandparents (or others) make ...
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Asset Allocation
(McNeely Content/Blog)
... can be less risky than investing all of your stock allocation in one industry or company. Caution: It is important to note that asset allocation does not guarantee a profit or protect against loss ...
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Accidental Death and Dismemberment Insurance
(McNeely Content/Blog)
... receive a check. Lots of factors could make the insurance company decide what you suffered wasn't due to an accident. To be covered for life insurance, a death must occur within 90 days of an accident. ...
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ABCs of Auto Insurance
(McNeely Content/Blog)
... of coverage you need. Here are a few tips to get you started. A is for auto policy When you purchase auto insurance, you enter into a written contract with your insurance company. The contract states ...
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What Will You Do With Your Retirement Plan Money?
(McNeely Content/landingpage)
... rollover – is easy. It takes some paperwork and permission of your company’s retirement plan administrator to permit a trustee-to-trustee transfer, which means you do not have any current tax liability ...
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Wondering What to Do?
(McNeely Content/landingpage)
Are you changing jobs? Do you have a 401(k) from a former employer? Have you wondered what to do with it? There are many misconceptions about what must be done with a 401(k) when someone leaves a company. ...
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Free IRA Rollover Booklet
(McNeely Content/landingpage)
... to do with the money in your company retirement plan. … Consider a direct rollover. For most people, the most attractive option is an IRA rollover. In other words, you transfer the money from your 401(k), ...
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IRAs and 401(k) Plans: Four Strategies in a Declining Market
(McNeely Content/Blog)
... any company matching contributions you're entitled to. And if you're age 50 or older, keep in mind that you may also be able to make catch-up contributions (up to $1,000 for IRAs and $5,500 for 401(k) ...
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White Papers
(McNeely Content/general)
"I’ve got $250,000 in my retirement plan. What should I do with it?" Options, options, options … There are many misconceptions about what must be done with a 401(k) when someone leaves a company. ...
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Choosing an Entity for Your Business
(McNeely Content/Blog)
... Qualifying corporations must satisfy several requirements, including limitations on the number and type of shareholders and on who can own stock in the corporation. Limited liability company A limited ...
