401K | Rowan Financial

Should I Max Out My 401K?

This question often gets answered quickly with little thought and a simple, “Yes! Defer taxes for as long as you can.” However, depending on how much you need to save for retirement, your income and a variety of other factors, you may actually want to fund other accounts before depositing the full $18,000 in your…

What Should I Do with My Old 401k?

By Dave Rowan |

It’s Only 0.90%….. 401(k)’s are a great benefit for employees of corporations. The big reason is the company match that employees receive on contributions that they make into the plan. But what happens when you leave the company and the company match is no longer happening? If you’re in this situation, you may be asking,…

This website is limited to the dissemination of general information about Rowan Financial, LLC’s services, together with access to additional investment-related information, publications and links. Accordingly, the publication of this website should not be construed as a solicitation or offer to effect, or attempt to effect, transactions in securities or personalized investment advice for compensation over the Internet. The material on this website is without regard to the specific investment objectives, financial situation or particular needs of any visitor. Any opinions expressed on this website do not constitute investment advice. Rowan Financial, LLC is registered with the Pennsylvania Department of Banking and Securities. Rowan Financial, LLC and its representatives are in compliance with the current registration requirements applicable in those states our clients reside. Rowan Financial, LLC and its representatives may only transact business or communicate individually with any client/prospective client about rendering investment advice or solicit or negotiate the sale of investment advisory services in those states it registered or qualifies for an exemption from registration. To determine whether or not our firm is registered in your state contact our office or your state’s securities law administrator. You can also find this information at www.adviserinfo.sec.gov. Our CRD number is 146650. Although we may not currently be registered in your state, we may register in your state if warranted or required to provide our services to you.