
IRA Rollovers Simplified
Avoiding unexpected and burdensome tax consequences is of interest to just about everyone! Moving assets from a 401(k) to an IRA rollover is typically a complex process with tight deadlines and intensive restrictions. You have 2 options: 1) The simplest way is a trustee-trustee transfer which moves the money without you ever having to touch it, it goes directly from one account to the next. Simple. 2) The account holder can have the money sent directly to them in check form.

Pop Quiz!
CLICK HERE TO BEGIN!Testing yourself can be a good bit of fun! Reality is these questions LITERALLY determine the quality of your life, sometimes sooner rather than later, and few are able to answer them. See where you rank in saving, capital markets, and retirement knowledge. Of course we are happy to fill in any gaps in your knowledge base your discover, reach out anytime!