Tag: company plan rollover

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?

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TO ROLL? OR, NOT TO ROLL….

Jim Lorenzen, CFP®, AIF® Getting ready to pull the retirement cord?  In a previous post, I had talked about pension options – worth reviewing if that’s

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