Jim Lorenzen, CFP®, AIF® I can speak from personal experience on this one. I’ve been a business owner for thirty-seven years, owning seven different businesses
When I grew up – I was an only child – there was my mom, my dad, and me. When I graduated from college, I
You’ve just inherited an IRA from someone not your spouse… usually a parent. Guess what! Your rules are different.
If you’ve changed jobs or are getting ready to retire, don’t leave your old retirement account behind. Rolling over your employer-sponsored plan—like a 401(k) or 403(b)—into an IRA or new employer’s plan keeps your money growing tax-deferred and gives you more control over your investments.
