Remaining sensitive to the changing needs of our clients, we keep a watchful eye on today’s complex financial marketplace. And we offer a comprehensive selection of investment alternatives to help meet clients’ evolving needs.
Once you leave your company, you must decide what to do with your 401(k) plan assets. Knowing your distribution options and how they will affect your retirement savings is very important to your overall retirement plan.
Before your child was even born, you were planning. What will we name him? What color should we paint her room? What is the best childcare alternative? But with all the demands and decisions that new parents face, one important aspect is often unintentionally overlooked.
Over the past 20 years, asset allocation has increasingly become the foundation of individual as well as institutional investment portfolios. Yet, while many people are familiar with the concept, not all fully understand what it means to them and their investments.
Few things give investors more confidence than knowing that the assets they have worked so hard to accumulate over the years are protected from estate taxes and preserved for their heirs. They are entitled to know that they have control over what happens to their estates when they die.
Ensuring your privacy is a top priority. We devote extensive technological and human resources to protecting the information you entrust to us. But we want our clients and their families to be able to protect themselves, too. That’s why we’re working to educate consumers.
Insurance and Annuities
Because insurance protects you from the unexpected, it plays a crucial role in your comprehensive financial plan. The Hajdari Group provides a wide array of quality insurance alternatives that can offer an important layer of safety for you, your family and your business.
Your firm has recognized the contributions you have made to its performance and success by granting you options to purchase company stock. Representing more than your company’s respect for you as a valued employee, stock options can help you develop a meaningful investment portfolio.
Careful planning throughout the year can assist you in reducing the taxes you pay – as well as help you achieve your financial goals. This brief guide provides a basic overview of some of the tax rates, credits, deductions and related considerations that may apply to you.
Employer 401(k) Plans
As an employer and sponsor of a 401(k) plan, your company shoulders a major responsibility. You must listen to the needs of your employees and then select the appropriate service provider(s) at a reasonable cost, determine the optimal plan design provisions.