Special Guest Author Victor Hicks: A checklist for plan sponsors to ensure 401(k) plan compliance and optimization
By: Victor H. Hicks II, CFP®, AIF® Owner, Managing Principal, Lumin Financial, LLC An Independent Registered Investment Adviser [email protected] Once a retirement savings plan has been approved and is in place, it’s tempting to sit back and adopt an “I’m...
SR Client Question: Can I withdraw from my IRA to cover medical expenses?
Typically, withdrawing from your IRA or 401(k) early means big penalty charges. However, there are two medical exceptions to the “early distribution penalty” (10% penalty for early distributions from an IRA, or other qualified pension plan): 1. Distributions due to...
Special Guest Author Victor Hicks II, CFP: 401(k) Fee Regs Burden Small-Mid Size Business
Victor Hicks II, CFP®, AIF® is a 401(k) Advisor and owner of Lumin Financial LLC, an independent Registered Investment Adviser that specializes in 401(k) advisory services in Southfield, Michigan. He can be reached at (248) 936-9480, or [email protected] If you’re...
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