Getting Your Financial Ducks In A Row Rotating Header Image

eligible rollover distribution

The Rollover

You know you should rollover your old retirement account to an IRA. But do you know how to do it, and avoid pitfalls (and penalties)?

2 Good Reasons to Use Direct Rollover From a 401(k) Plan

When moving funds from a 401(k) plan to an IRA or to another qualified plan, a direct rollover solves some potential problems.

How a Spouse Can Stretch an Inherited IRA

What are the options for an individual who inherits an IRA from their late spouse? This is the most flexible type of beneficiary of an IRA.