You can schedule your introductory phone call with Jim here!
Six Retirement Account Options Every Retiree Must Know. Each has it’s own advantages and disadvantages:
1 – Leave your money in your employer’s plan
2 – Move your money to your new employer’s plan.
3 – Roll your money into an IRA.
4 – Take a Lump Sum Distribution
5 – Convert your plan assets to a Roth IRA
6 – Make an in-plan Roth conversion
How the SECURE Act Changes Retirement
Secure Act 2.0 Short Videos
