by Judy Carlson | Jan 5, 2026 | 401(k), Investments, Retirement, Social Security, Taxes, Wealth Management
There’s a moment I see happen in my office during retirement planning for couples — not every time, but often enough that I’ve learned to watch for it. A couple sits down across from me, ready to “talk money,” and within a few minutes the conversation shifts. Instead...
by Judy Carlson | Apr 18, 2023 | 401(k), Taxes
Have you ever thought about how much of your 401(k) balance belongs to you? You may be shocked at the answer! The contributions you (and potentially your employer) have been making over the years have not been taxed. Hopefully, the money you contributed has been...
