What to know when considering an IRA rollover Do a transfer instead. That’s correct, if you are wanting to move your existing IRA account to a different IRA account at another institution you should execute a trustee to trustee transfer not a rollover. First step would be to open a new IRA account and then […]
Archive | Retirement
Retirement Income Alternatives
RetirementFinding income in a low rate environment Many investors preparing for retirement or in the early stages, are trying to figure out how to generate monthly income from their assets. Most of them just want to buy a CD from the bank that pays 5-7% per year. But with 5 year CD rates around 2.25% […]
