I get emails now and then from readers with 401k rollover questions and most of the time I just answer them privately because they are personal. The other day I received a message from a reader with a great question that I figured others could benefit from. They asked: “I am currently enrolled in a [...]

When you need to move your 401k account into another, the first thing that pops into your mind is how do you rollover a 401k? If you are like me you not only need to know all the information involved in doing something, but you also want to see some guidelines so you can assure [...]

401k Rollover…is it the right choice? A great thing about 401k plans are that most companies offer them.  Why this is good news for you is because if you decide to leave your current employer and your new employer has a 401k plan you will most likely be able to do a rollover 401k into [...]

Are you considering a cash distribution instead of a 401k rollover?  Well, I am going to be brutally honest in saying unless you are absolutely desperate for money or over the age of 59 1/2, you would be crazy to cash out and should go with a rollover 401k instead!  I do realize that a [...]

So you have or are leaving your current employer. Whether this was your choice or theirs you now have a lot of thinking to do regarding your 401k.  You need to sit down and spend some time thinking about what you intend to do with your investment and decide if a 401k rollover, cash out [...]