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Blogs by John


Switched Jobs Recently? Your Old 401(k) Could Be a Hidden Trap
If you’ve changed jobs in the last five years, there’s one question that can come back to haunt you: What should I do with my old 401(k)? 👈
But what does that actually mean for your retirement income? Is it as dire as it sounds?
In our latest podcast episode, we break down what’s really happening, what it could mean for
John A. White
Apr 292 min read
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Spousal IRAs: The Secret Weapon for Couples to Boost Retirement Savings
Retirement planning can feel like a solo mission, but for couples, spousal IRAs offer a unique way to team up and strengthen their financial
John A. White
Dec 10, 20244 min read
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How Will Trump vs. Biden Election Outcomes Affect Your Retirement Planning?
As the dust settles on the campaign trail, your focus might shift from ballot boxes to retirement prospects. The impending 2020 U.S....
John A. White
Feb 26, 20247 min read
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The Ins and Outs of Roth IRA Conversions: Good vs. Not-So-Good Reasons
Roth IRA conversions have become a popular topic among investors seeking to optimize their retirement savings strategy. The opportunity...
John A. White
Aug 1, 20236 min read
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