Getting Your Financial Ducks In A Row Rotating Header Image

employer plan

5 Facts You Need to Know About Your Retirement Plan

Fact about your retirement plan that you may or may not be aware of. Things to consider as you take action to participate.

8 Things to Consider Before Rolling Over Your 401(k)

When leaving an employer, conventional wisdom suggests that you also rollover your 401(k) plan to an IRA. Not always the best call, though.

Spouse May Be Your Best Option for IRA Beneficiary

Naming your spouse beneficiary of your IRA provides the most flexibility and tax benefits of all other options, hands down.

When a 60-day Rollover is Not a 60-day Rollover

Review of a PLR that provides relief for a taxpayer who did not complete a rollover within the required 60 days.