Tag: company plan rollover

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 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

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

October 20, 2016

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

Tag: company plan rollover

To Roll or Not to Roll

Planning to Roll Your 401(k) to Your Own IRA?

TO ROLL? OR, NOT TO ROLL….

Thinking of Rolling your 401(k)? This checklist may help!

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SECURE Act 2.0: RMD Age Hikes Coming?