Good financial read: Retirement Account Rollover


    Transfer of retirement accounts

    Cheat sheet and guide: 10 steps to a successful retirement account rollover

    by Jason Speciner, Fort Collins Financial Planning

    Ready to roll over? You can use this cheat sheet to walk you through the process.

    ✅ Know where your employer sponsored retirement plan or IRA account is and where to go.

    ✅ Review your rollover options and choose the best one for you. It is important to consider the potential tax implications of indirect rollovers – and how you can avoid them. Don’t forget that the type of account you have and the custodian bank can limit your options.

    [Read the Full Article]

    TSP – take it or leave it?

    by Brian ONeill, Winged Wealth Management and Financial Planning

    You’re soaked in champagne, or the $ 4.16 version of it that the casual lieutenant picked up at Class 6. You have (hopefully) a few thousand hours under your belt and landings are pretty much the same take-offs. When you wrap up the fini-flight celebrations, there is probably nothing more urgent than, “Should I leave my money with the TSP or hand it over to an IRA,” right?

    [Read the Full Article]

    Direct or indirect rollover? What is the difference?

    by Vid Ponnapalli, Unique Financial Advisors

    If you are in the middle of your career, you have likely changed jobs a few times and considered transferring funds from your former employer’s retirement plan. So let’s go: In this video I will show you the difference between a “direct” rollover and an “indirect” rollover.

    [Watch the Video]

    Consolidation of retirement accounts

    by Michelle Smallenberger, Financial Design Studio

    Do you have accounts with previous employers that you need to do something with? Should you roll these over or should you just leave them where they are? We’re going to discuss a few things to consider when making these decisions. I’ve drawn a chart here so we can answer some questions about consolidating retirement accounts. There are really two main types of accounts available with your employers: tax-deductible like a 401 (k) and tax-free like a Roth 401 (k).

    [Watch the Video]

    Following financial advisor blogs is a great way to access valuable, educational information about finance – and it won’t cost you anything! Our financial planners are happy to share their knowledge and help everyone, regardless of age or wealth.


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