Your emergency fund should be kept in a secure, but accessible account (like a savings account). Your retirement plan account should not be used for emergency fund purposes since distributions may be restricted. In addition, a pre-retirement distribution (before age 59.5) results in a 10% penalty, and your distribution may impact your tax liability for the year.
Given the rising costs of higher education, individuals with young children or even grandchildren may have concerns about future educational expenses. The good news is, the 529 College Savings Plan … read more
Our unique perceptions and feelings about money impact how we handle our finances. We’ve broken down a few money perceptions and provided tips to maximize financial success for each. “Money is … read more
Through a beneficiary, you can designate the individual or entity that will receive your retirement assets. This can often be designated online through your retirement plan provider’s website, and if … read more
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Securities and advisory services offered through MMA Securities LLC (MMA Securities), member FINRA / SIPC, and a federally registered investment advisor. Main Office: 1166 Avenue of the Americas, New York, NY 10036. Phone: (212) 345-5000. Variable insurance products distributed by MMA Securities LLC, CA OK 81142. MMA and MMA Securities are affiliates owned by Marsh & McLennan Companies. MMARetirement.com.
This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of MMA Securities LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. MMA Securities LLC does not provide legal or tax advice.