Tags: So you’ve accepted a lucrative position at another company within your industry. Perhaps you’re in the middle of a career change. Maybe you’re uprooting and heading to greener pastures somewhere else. Whatever the reason, you’re changing jobs. Out with the old, in with the new.
Amidst the hassles of moving, finding the kids a new [...]
Archive for the ‘Retirement’ Category
April 13th, 2010
Changing Jobs? What About That 401(k)?
April 12th, 2010
Rollovers from 401k, 403b, Inherited IRA:Combine Multiple IRA Accounts
Rollovers, Job Changes 401(k)/403(b) and Inherited IRAs
Special situations can always arise. Even if you think you have a complete grasp of all IRA rules and penalties, there are always special circumstances that could change things. Many times, these situations can be complex and confusing.
A common situation that arises is a job change. A lot of [...]
April 12th, 2010
401(a) Plans / Money Purchase Plan Definition
A 401(a) plan is also referred to as a Money Purchase Plan. The 401a is defined as a type of retirement savings plan that allows you to save for retirement. 401(a) plans are offered by your employer and contributions can be made by yourself, your employer or by both. The contributions that are made to [...]
April 12th, 2010
IRA Chart Rollover Rules
Use the IRA Chart Rollover Rules with Indirect or Direct IRA Rollovers
Jonathan currently is the owner of a traditional IRA account. He has thought about rolling that over into a Roth IRA account. In simple terms, a rollover is a method of moving money from one type of retirement plan to another. This can be [...]
April 11th, 2010
Coping With A Layoff – What can you do to help yourself?
You go to work and get the word – you’re being laid off. Maybe it’s no surprise. Maybe it comes as a shock. The question becomes: what now?
April 11th, 2010
Three Tips for Moving Your 401(k) to an IRA
In today’s business world, people should expect to change employers a few times before retiring. When you change employers, it is common to be asked if you will keep your 401(k) with your former employer or roll it into an IRA.
- Here Are 3 Tips to Make Your Transition Easier -
* Tip #1: Are you [...]