401k Rollover Answers

Planning for a 401k Rollover

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 [...]

Beat the Retirement Money Blues With a 401k Rollover

There are three things that new retirees need to watch out for — depression, inflation and unrealistic expectations. Making the transition from full time worker to retiree is tough. Our culture values work and now you are not working. What do you do? How do you give value to society? Luckily there are so many [...]

Don’t Forget to Take Your Money! 401k Rollover

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 [...]

More About 401k Rollover Forms

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. [...]

Why Bother With a 401k Rollover?

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 [...]

Three Things To Make Retirement a Reality

Gen X and Gen Y workers, as a group, don’t believe that retirement is an option for them. In a recent survey, 30% of workers aged 35-45 said they “strongly disagreed” that their retirement would be like their parents and grandparents. Of workers aged 25-35, over 50% of them don’t expect to have the typical [...]

How Much for Retirement Savings?

I just finished a great retirement planning book called The Number, by Lee Eisenberg. It came out in 2006, but it holds up well. In light of the financial crisis we’re experiencing now, it seems downright prescient. In it, the author spends a lot of time musing about how much you should put into retirement [...]

401k Rollover to IRA

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 [...]

401K Rollover To Roth IRA Guidance

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 [...]

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