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Tag: IRA 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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March 14, 2023

IRA Rollover Mistakes Can Be Irrevocable

IRA rollover mistakes are easy to make and could be impossible to correct. It’s worth understanding that every time IRA or 401(k) money is touched, it’s a gamble for those who don’t know what they’re doing.

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April 20, 2021

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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October 20, 2016

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Will My Money Last?

August 2, 2024

If you are one of those asking the ‘will my money last’ question, there’s a way you can find out just what your probabilities are!

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