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
Tag: company plan rollover
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
Planning
To Roll or Not to Roll
Rollover advice isn’t always straightforward – it’s often conflicted. There are issues you should address before you act.
January 7, 2021
Planning
Planning to Roll Your 401(k) to Your Own IRA?
Jim Lorenzen, CFP®, AIF® Getting ready to retire? Planning to roll your 401(k) into your own IRA? It will pay to do your homework first.
November 29, 2016
Investing
TO ROLL? OR, NOT TO ROLL….
Jim Lorenzen, CFP®, AIF® Getting ready to pull the retirement cord? In a previouspost, I had talked about pension options – worth reviewing if that’s
October 20, 2016
Investing
Thinking of Rolling your 401(k)? This checklist may help!
Jim Lorenzen, CFP®, AIF® Getting ready to leave your company? Considering doing a rollover? This isn’t a decision to be taken lightly. While rolling over
October 18, 2016
