Why Complete 401k Rollovers?
You may think you?re taking control of your future by maintaining a qualified retirement plan offered by a former employer, such as a 401(k), 403(b), or government 457 plan. But are you? Some retirees take a passive approach to their retirement assets, keeping accounts with past employers for the sake of simplicity or maybe even laziness. Bust others are smarter [...]
Misconceptions When Considering a 401k Rollover
You happen to be approaching retirement and ready to get pension payments and tap your retirement accumulations. What do you need to do with those contributions you made as well as your employer matches to your 401(k)? Do you need to do a 401k rollover? You essentially have two possibilities. It is possible to maintain your assets in the employer [...]
Retirement Planning Tips For Taking Your Lump Sum
You?ve decided to retire now. You know how much you?re due from social security and any pension too. Then there?s the lump sum from your defined contribution plan at work. What retirement planning tips can help you make the most of your lump sum? In most cases, you want to do a direct rollover of the lump sum into a new [...]
Categories: retirement planning Tags: ira rollover, lum sum, retirement planning
