Convert 401k to IRA but Not Employer Stock
Bob Richards Bob Richards–Marketing and Financial ServicesYou are getting close to your retirement or have already arrived. What happens with all those contributions you and your employer have made to your 401(k) plan? Do you convert that 401k to IRA? It is wise to convert a 401(k) to IRA for number of reasons which include reducing investment fees, reducing administrative [...]
Categories: convert 401k to IRA Tags: 401k account, convert 401k to IRA, employer stock, net unrealized appreciation
Tax Savings on your 401k
Bob Richards Bob Richards–Marketing and Financial ServicesWhen you retire, you’re frequently informed to roll-over your company retirement account – such as your 401(k) – into an IRA or into another company’s qualified plan if you decide to continue working. Sometimes, that is not the best advice for tax savings. Nonetheless, what ever you are doing – don’t rollover any of [...]
Categories: tax savings Tags: employer stock, net unrealized appreciation, NUA
