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John J. Diak, CFP®
Jan 8, 20193 min read
Some Changes Are Coming for 401(k)s
Changes are coming to 401(k)s in 2019 affecting employees who borrow from their plan and then leave their job, employees who receive hardshi
John J. Diak, CFP®
Sep 26, 20173 min read
A Look at Self-Directed Brokerage Accounts
Ever hear of an SDBA? That acronym stands for self-directed brokerage account. If you are enrolled in a 401(k), 403(b), or 457 plan, you mig
John J. Diak, CFP®
Jun 1, 20164 min read
Make the Most of Your 401(k)
As more Americans shoulder the responsibility of funding their own retirement, many rely increasingly on their 401(k) retirement plans to...
John J. Diak, CFP®
Dec 1, 20155 min read
Shielding Retirement Assets From Taxes
As hard as it is to believe, today's tax-advantaged plans -- including individual retirement accounts IRAs, 401(k)s, and rollover IRAs --...
John J. Diak, CFP®
Nov 24, 20153 min read
When Changing Jobs, It Pays to Keep Track of Your 401(k)
Americans are on the move, not only in their leisure pursuits, but in their jobs as well. According to the Bureau of Labor Statistics,...
John J. Diak, CFP®
Aug 19, 20153 min read
Retirement Confidence: It's All In The Plan
Americans' confidence in the ability to afford a comfortable retirement continues to rebound from the lows reported between 2009 and...
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