You Dream, We Plan!

Blog tagged as retirement

Taking Social Security at 62 vs. Waiting! What to Know Before Deciding.

Fixed annuities are paying 1.5 to 2 points more than CDs right now, with tax-deferred growth. See where rates stand and if locking one in makes sense.

10/13/2026 03:38 PM - Comment(s)

When should I move my 401k from my former employer?

By Gaëtan Policard

Moving your 401k after separation from work can often provide more flexibility, less fees, more investment options and so many other benefits.

11/19/2024 01:32 PM - Comment(s)

Subscribe to RSS Feed

Tags

Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.

Blog tagged as retirement

Taking Social Security at 62 vs. Waiting! What to Know Before Deciding.

When should I move my 401k from my former employer?

Categories

Tags