Blog tagged as 401(k)

401(k) to IRA Rollovers: What You Need to Know

08/22/2024 09:43 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
401(k) to IRA Rollovers: What You Need to Know
Rolling over a 401(k) to an IRA offers greater investment flexibility and potential cost savings, but it requires careful consideration of the disadvantages before proceeding.

Save for Your Retirement

11/20/2023 03:13 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Save for Your Retirement
Are you saving enough for retirement? These tips will help you save the amount that you want for your retirement.

What to Do With Your Old 401(k) When You Switch Jobs

08/23/2023 05:20 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
What to Do With Your Old 401(k) When You Switch Jobs
If you change jobs, determining what to do with your former employer's 401(k) plan is an important decision that can have an impact on your financial plan.
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