Here’s a sample of questions my clients commonly have about retirement plan rollovers.
This post discusses how to calculate an RMD.
Unhappy with the investment alternatives and fees being charged in your employer’s 401(k) plan? The Wall Street Journal offers some advice. WSJ: Getting the Most From a Lame 401(k) Retirement Plan
From Forbes, an article about tax planning for retirement. Too often people think about how much income they’ll need to maintain their standard of living without factoring in the impact of taxes. Overestimating taxes can lead you to delay your retirement unnecessarily. Even worse, underestimating taxes can potentially derail your retirement plans since you could […]
Should distributions from retirement accounts be taxed at capital gains rates instead of as ordinary income? A retiree named Ted Koch, writing a guest post at Forbes, thinks so: Basically the middle class and especially retirees have a lot of money tied up in IRA type investments that if they were to cash in on […]