Tag Archives: retirement planning

IRA Rollover

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 […]

How to Roll Over a 401k

Below we provide a short and detailed guide of how to roll over a 401k. But first lets talk about why you would want to do this. There are two primary benefits you get from rolling your 401k to an IRA, first is greater flexibility and second is greater transparency. With an IRA you get […]

Retirement Income Alternatives

Finding 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% […]