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Why Complete 401k Rollovers?

Posted on April 28, 2011 by bobrichards

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), … [Read more...]

Misconceptions When Considering a 401k Rollover

Posted on April 20, 2011 by bobrichards

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 … [Read more...]

Rollover IRA to Meet Your Retirement Goals

Posted on June 29, 2010 by bobrichards

A rollover IRA is a retirement account that you can use to consolidate the funds you've set aside in various other retirement accounts. Bringing your … [Read more...]

What’s Not Taxable of Your IRA and 401(k) Distributions?

Posted on January 12, 2009 by bobrichards

Generally, your IRA and or company 401(k) distributions are taxed as ordinary income. That's because you funded them with tax-deductible contributions … [Read more...]

Retirement Distributions--How to Cut Senior Taxes

Posted on January 9, 2009 by bobrichards

How you Use or Spend Your Savings Determines how much Retirement Tax You Pay When it comes time to tap your savings and investment … [Read more...]

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Recent Posts

  • Recession Can Be Good for Retirees - The Silver Lining of Recession
  • Bear Market - When Will It End?
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  • How to Pay Lower Taxes on IRA Distributions
  • Retired and Stocks Losing Value

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