Retirement Specialist With Over 40 Years Of Retirement Planning Experience

Tag: 401k rollover

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…

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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….

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It’s a YES! Yes. Unless you absolutely cannot afford to set aside any dollars whatsoever, you should contribute to your employer’s 401(k) plan. A 401(k) plan is one of the most powerful tools you can…

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