When it comes time to rollover your 401k there are a few 401k rollover rules that you need to keep in mind.  These rules are important because it can mean the difference between losing no money and losing close to half of your retirement money in taxes.  That is not something you want to do. [...]

One of the most important things you need to decide when you change jobs is what to do with your 401k. Most companies will allow you to leave your money in the plan even after you leave your job, but do you really want a former employer to be in charge of your investment account? [...]

So you’ve made the tough choice and have decided to do a 401k cash out, now what? While it’s our least favorite option because you get hit with some pretty hefty penalties, we realize that sometimes it just needs to be done particularly when the economy is grim. We won’t guilt trip you here but [...]

Your best option when you’ve severed ties with your previous employer is to opt for a rollover 401k.  A 401k rollover is the best option because you are allowed to transfer your already existing retirement account to another account without being taxed or penalized for doing so. It’s a pretty seamless transition that helps you [...]

I think one of the most common questions that people ask when it comes to rolling over their retirement funds is what are the 401k rollover drawbacks? The answer to that question depends on where you are rolling over your retirement funds too. If you rollover to a brokerage IRA, the main drawback to this [...]

Taxes seem to be a common question when it comes to our 401k accounts.  When you invest, that money is tax deferred, but we all know we’re going to get taxed at some point.  It’s inevitable.  The saying is “nothing is certain but death and taxes”.  Isn’t that the truth?  Well, we can’t do much [...]