You're approaching your retirement or are already there. What should you do with all of individual contributions you and your employer have made for … [Read more...]
Should a Non-spousal Beneficiary Perform a 401k Rollover to Roth IRA?
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
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
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
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...]
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