Blog tagged as Rollover IRA

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)

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.

Traditional vs Roth IRAs: Which is Better for You?

03/08/2024 01:48 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

When choosing between a traditional IRA and a Roth IRA it's important to look at the key differences between them.

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)

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.

SECURE Act 2.0: What's New and How Could It Affect You?

12/29/2022 06:13 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

The SECURE Act 2.0 is now law. Here's a summary of the biggest changes that could affect you.

Employer Retirement Plan Rollover: Does It Make Sense For You?

04/29/2022 08:52 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

When deciding whether to rollover an employer retirement plan there are many factors to consider.

The Pros and Cons of Early Retirement Plan Rollovers

12/13/2021 08:08 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Did you know you may be able to take your 401(k), 403(b), or 457 plan and roll it into another type of retirement account while you are still working? Let’s look at how these rollovers can happen and the pros and cons of making them.

Do You Know Who You're Leaving Your Money To?

09/29/2021 10:02 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Sending your kid off to college comes with a hefty pricetag. As you begin the college planning process, keep these 5 common mistakes in mind.

What Should You Do If You Lose Your Job?

06/28/2020 11:03 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

There will be high unemployment for the foreseeable future. Companies have initiated hiring freezes and layoffs. Based on the current economy and outlook, there’s a high probability that you, a family member, or a friend have experienced a recent loss of employment or will in the near future.