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4 Oaks Wealth Management

A 401(k) Match from the Government?

While not exactly a match, the 50%, 20% or 10% credit can amount to $2,000 or $4,000 if married filing jointly.  The Savers Credit gives a special tax break to low- and moderate-income taxpayers who are saving for retirement.  This credit works...
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Don’t Be a Retirement Victim

“Nearly one in five U.S. Millennials surveyed by BNY Mellon say they receive no financial information from their workplace or educational establishment, and nearly half admit to relying on a blind guess to estimate what they’ll need for a retirement...
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