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INDIVIDUAL RETIREMENT ACCOUNT: The name says it all
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INDIVIDUAL RETIREMENT ACCOUNT: The name says it all
DECEMBER 03, 2018
$9.2 TRILLION of assets were in IRAs at the close of 2017. Nearly 44 million U.S. households invest for their futures using IRAs. More than 80% of those same households also have assets in defined-contribution employer-sponsored retirement plans or are covered by defined-benefit pension plans. YOU are eligible to make an IRA part of your personal retirement income strategy TOO!
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Hefren-Tillotson Announces Executive Promotions
NOVEMBER 28, 2018
Donald M. Belt appointed President; Brian J. Koble named Chief Investment Officer; Jonathan Bernstein promoted to Director of Research
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DEC 11
6:30 PM
Retirement Discussion: MASTERPLAN® Process & Plan for YOUR Retirement Transition
North Hills Office
DEC 11
3:30 pm
Approaching Retirement: Tax Free Bonds vs. CD's vs. Dividend Paying Stocks
North Hills Office
DEC 12
6:00 pm
Sustainable Investing: Invest with Purpose
Wilkins School Community Center
DEC 15
9:00 am
Pittsburgh Eastern Region Seminar: Approaching Age 70 1/2? What You Need to Know About Your Retirement Accounts
Panera Bread - Wilkins Township
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How to Become a Client of Hefren-Tillotson (Afternoon Session)
North Hills Office
DEC 27
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How to Become a Client of Hefren-Tillotson (Evening Session)
North Hills Office
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What is a 529 Plan?
Answered By Michael B. McKee
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MASTERPLAN 101

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MASTERPLAN 101 | Lesson 3
INDIVIDUAL RETIREMENT ACCOUNT: The name says it all
$9.2 TRILLION of assets were in IRAs at the close of 2017. Nearly 44 million U.S. households invest for their futures using IRAs. More than 80% of those same households also have assets in defined-contribution employer-sponsored retirement plans or are covered by defined-benefit pension plans. YOU are eligible to make an IRA part of your personal retirement income strategy TOO!
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MASTERPLAN 101 | Lesson 2
MUTUAL FUNDS: AN INVESTOR FAVORITE
In 1924, the first modern mutual fund stepped onto the financial scene. In one year, its assets grew from $50,000 to $392,000. By the start of 2018, 9,886 U.S. mutual funds had assets totaling $19 trillion and 95 million U.S. retail investors. What could bring about that kind of growth?
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Hefren-Tillotson, Inc.
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Hefren-Tillotson Inc. is a leading diversified financial services firm providing investment and retirement plan management and comprehensive, financial planning through MASTERPLAN® for individuals and businesses. The firm’s wealth management services are administered by Certified Financial Planner (CFP) professionals, Chartered Financial Analyst (CFA) Charter holders, attorneys, Chartered Life Underwriters, and CPA/PFS’s. Hefren-Tillotson offers corporate services including 401(k) retirement planning, executive financial counseling, fiduciary reviews and workplace financial planning seminars. Founded in 1948, the firm is headquartered in Pittsburgh and has offices located in Pittsburgh, Butler, Greensburg, North Hills, and South Hills.