Retirement Account Rollovers and Transfers—You’ve Got to Get it Right (Part One)
I’ve recently had the opportunity to discuss the rationales and mechanics of IRA transfers, 401(k) rollovers, and ”Solo” 401(k)s with a few folks. It’s not uncommon to want to focus on getting on our ”financial ducks in a row” at the start of a new year. For some, that means simplifying their financial life and … Read more