Comprehensive financial planning implies attention to detail. In this article, we will take you through 8 aspects of finance that you must attend to Savings Plan: Common sense calls for one. Decide what portion of your earnings you would like to save for needs like a college fund for your children, your own house, [...]
Financial Planning Advice: 401(k) Rollover Information your Financial Planner Might not Want to Tell You…
December 1, 2009 Leave a Comment
The recent Pension Protection Act offers good news for the non-spouse beneficiary of a 401(k). It is now possible to arrange a trustee-to-trustee transfer of an inherited 401(k) to an inherited IRA. This is great news for the consumer, and represents a significant change from the old law. The new law basically offers [...]