The Master of Retirement

You may have read the title of this post and thought, “wow, he’s really gone off the deep end; now he’s calling himself the ‘master of retirement.’” Well, let me assure you that’s not the case, as you will see if you read on. I know this may sound strange, but sometimes, when I’m attending … Read more

Retirement Account Rollovers and Transfers—You’ve Got to get it Right (Part Two)

This article is the second of two about retirement account transfers and rollovers. First, we focused on transfers, which I defined as moving assets between two of the same type of retirement account, e.g., from a Traditional IRA with one provider to a Traditional IRA at another. In this article, we’ll look at rollovers, which … Read more