401K Rollover To Roth IRA Guidance
With your retirement plan or pension account, there are a number of different options that are readily available once you leave your employment. Depending on the nature of your existing program, you...
View Article401k Rollover to IRA
When you find yourself in the position of leaving a job for a new challenge you can’t forget to plan for your 401k rollover. It is true that you have more options than simply rolling the money into a...
View ArticleHow Much for Retirement Savings?
I just finished a great retirement planning book called The Number, by Lee Eisenberg. It came out in 2006, but it holds up well. In light of the financial crisis we’re experiencing now, it seems...
View ArticleThree Things To Make Retirement a Reality
Gen X and Gen Y workers, as a group, don’t believe that retirement is an option for them. In a recent survey, 30% of workers aged 35-45 said they “strongly disagreed” that their retirement would be...
View ArticleWhy Bother With a 401k Rollover?
In talking with friends and coworkers, too many of them ask me why they should “bother” with a 401k account, much less a 401k rollover. There are some great reasons to do bother. We’ll start with why...
View ArticleMore About 401k Rollover Forms
Yesterday I got an email from a reader wanting advice on how to initiate a 401k rollover from his old company to his new company. I love getting emails from readers and after I had written to Julian, I...
View ArticleDon’t Forget to Take Your Money! 401k Rollover
A 401k rollover is a great way to ensure that you are saving enough for retirement. It can be all too easy to leave one job for another and leave the old, individual 401k to whither away. Depending on...
View ArticleBeat the Retirement Money Blues With a 401k Rollover
There are three things that new retirees need to watch out for — depression, inflation and unrealistic expectations. Making the transition from full time worker to retiree is tough. Our culture values...
View ArticlePlanning for a 401k Rollover
It is hard to plan for all contingencies in life but one worth planning out is a 401k rollover. Your financial future is worth an afternoon’s research and what you do now will pay off in the long term....
View ArticleSelf Directed IRA Custodians Compared
I was talking with friends of mine over dinner at their house and the husband, Jim, asked me about my investments. He’s a quiet sort of a fellow and I was happy to have something to talk with him about...
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