425 Memorial Drive
Greenville, OH 45331

401(k) Participant Help

(937) 548-5035

 

Understanding Today’s Financial Environment

Wayne Fourman of Greenville, Ohio is an independent financial advisor serving the greater Dayton area. Specializing in 401(k) plans, his program, 401(k) Participant Help, focuses on building future income and protecting your current investment from economic turbulence. If you believe the “set it and forget it” approach may not be the path to growing and protecting your 401(k), or if you are looking for individualized 401(k) planning, he will provide personalized financial guidance. Education is critical when it comes to protecting one of your largest assets. Contact Wayne either via telephone or email for personalized advice.

 

Helpful Content

Traditional vs. Roth IRA

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Ready for Retirement?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

 

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

How Income Taxes Work

A quick look at how federal income taxes work.

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Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Comparing Investments

Estimate the potential capital gains taxes due on your transactions.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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The Business Cycle

How will you weather the ups and downs of the business cycle?

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Interest Rates: How Low Can They Go?

The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

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