401k Rollover Answers

I was talking with friends of mine over dinner at their house and the husband, Jim, asked me about my investments. He’s a quiet sort of a fellow and I was happy to have something to talk with him about while Molly was in the kitchen getting the pie I’d brought. I told him that [...]

It is hard to plan for all contingencies in life but one worth planning out is a 401k rollover. Your financial future is worth an afternoon’s research and what you do now will pay off in the long term. Since most employers offer a 401k plan to their employees, most Americans have access to a [...]

A 401k rollover is a great way to ensure that you are saving enough for retirement. It can be all too easy to leave one job for another and leave the old, individual 401k to whither away. Depending on too many factors to count, your old 401k account might chug along, losing a tiny bit [...]

Yesterday I got an email from a reader wanting advice on how to initiate a 401k rollover from his old company to his new company. I love getting emails from readers and after I had written to Julian, I thought that it would make a good post, so now, I share my advice with you. [...]

In talking with friends and coworkers, too many of them ask me why they should “bother” with a 401k account, much less a 401k rollover. There are some great reasons to do bother. We’ll start with why to save for retirement and move on to being a good steward of your retirement savings by doing [...]

I was talking with a friend recently and she is ready to transition from her current job, where’s she’s worked for over 15 years, into semi-retirement. I had to laugh — she just got a part-time job doing call center work from home. It is perfect for her. She is a talker. She wanted my [...]

These days a lot of people want to know if they should invest in gold. And the answer is maybe. There are several factors to consider before you decide to invest in gold bullion. Not everyone who trades in gold makes money. In fact it is a volatile market, and that makes it a risky [...]

You know, here at 401k Rollover Answers we’re starting to get some email questions about these technical issues and I love that! It means that people want more than the basics. Sometimes money issues can get really tangled. People can bring a lot of baggage to their finances. You can think about how you’re not [...]

When you find yourself in the position of leaving a job for a new challenge you can’t forget to plan for your 401k rollover. It is true that you have more options than simply rolling the money into a new account. You could cash it out, but that option means that you take the huge [...]

With your retirement plan or pension account, there are a number of different options that are readily available once you leave your employment.  Depending on the nature of your existing program, you may want to consider a 401k rollover to Roth IRA.  401k transfer can be a stressful process, and require a number of time-sensitive [...]