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Should a Non-spousal Beneficiary Perform a 401k Rollover to Roth IRA?

Posted on July 11, 2011 by bobrichards

Prior to the 2006 Pension Protection Act, if you wanted to turn your company retirement plans, including a 401(k), 403(b), and 457 plans, directly to … [Read more...]

401k Rollover To Roth IRA or Roth 401k

Posted on July 11, 2011 by bobrichards

More employers are offering the Roth 401k retirement plan option. Although they aren't  as widely recognized as their classic 401k counterparts … [Read more...]

Consolidate Funds with a 401k Rollover to Roth IRA

Posted on July 11, 2011 by bobrichards

Why Should You Consolidate the Funds with a 401k Rollover to Roth IRA? When most workers move from one job to the next, they forget one left in their … [Read more...]

What to Do if You Forget to Take Your Minimum IRA Distribution

Posted on July 11, 2011 by bobrichards

By: Clay Wyatt When you've reached age 70 ½, the IRS requires you to begin taking a minimum IRA distribution each year, also known as a required … [Read more...]

How To Correctly Convert Your 401k IRA Rollover

Posted on July 11, 2011 by bobrichards

In case you're like most Americans, you've already been employed with multiple jobs through your career, leaving behind a  path of partially-funded … [Read more...]

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Recent Posts

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  • Retired and Stocks Losing Value

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