Tag: 401(k) planning

401K Questions To Ask When evaluating whether to initiate a rollover always be sure to (1) ask about possible surrender charges that may be imposed by your employer plan or new surrender charges that your…

Assuming both options are available to you, there’s no right or wrong answer to this question. You need to weigh all of the factors and make a decision based on your own needs and priorities….

If you’ve lost your job, or are changing jobs, you may be wondering what to do with your 401(k) plan account. It’s important to understand your options. What happens to my 401(k) plan when I…