Business Owners
SBA Small Business Week Begins April 30th
Jim Lorenzen, CFP®, AIF® Small business webinars will be available the week of April 30th to help celebrate Small Business Week. SBA Secretary Linda McMahon
April 25, 2017
Jim Lorenzen, CFP®, AIF® Small business webinars will be available the week of April 30th to help celebrate Small Business Week. SBA Secretary Linda McMahon
You’ve just inherited an IRA from someone not your spouse… usually a parent. Guess what! Your rules are different.
If you’ve changed jobs or are getting ready to retire, don’t leave your old retirement account behind. Rolling over your employer-sponsored plan—like a 401(k) or 403(b)—into an IRA or new employer’s plan keeps your money growing tax-deferred and gives you more control over your investments.
