Category: Rollovers

“Should I Rollover Your 401(k) to an IRA in Retirement?”

Years ago, those retiring didn’t ask many questions – rolling over their retirement accounts was virtually an automatic decision. Not anymore.

August 10, 2026

The Spousal IRA Rollover Mistake That Triggered a $100,000 Penalty.

Lucy inherited more than $2.5 million in IRA assets from her late husband, Bill. As a surviving spouse, she had several choices for handling the account.

July 14, 2026

Should I Do a 401(k) to IRA rollover?

Here are some rules to check Before You decide.

November 10, 2025

7 Retirement Mistakes Pre-Retirees Need to Avoid.

If you’re within 5-10 years of retirement and have built a portfolio north of $1 million, congratulations—you’ve done the hard part. Now, it’s about avoiding retirement mistakes.

July 22, 2025

A person is holding out their hand to put the last piece of puzzle together.

IRAs

Facing Retirement Account Rollover Decisions?

Believe it or not, you’ll have a number of options available to you – and it pays to do your homework before making decisions that could be irrevocable – and costly.

March 13, 2024

A bar graph showing the institutional process for investing.

IRAs

The Big (Expensive) Rollover Mistake Some People Make

At retirement, some people receive a check from their employer for their 401(k) balance and write a check for deposit into their IRA before the 60-day deadline, just like they were told, to avoid any problems with the IRS. They’ve met the deadline. The money is now in their IRA. They’re clear and the rollover is complete…. or is it?

March 14, 2023