» IRAs

Where Is Your Old 401k, and Where Is It Going?

January 12th, 2015
Posted By
Marc S. Levine
An essential part of estate planning is reviewing what assets a client has. The sheer number of clients “orphan” 401ks left at old jobs, is stunning. Why clients don’t move them covers the range from lethargy, procrastination and mi… Read More
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Categories: Beneficiary Designations, IRAs, News

UPDATED: Change in IRA Rollover Rules for 2015

November 5th, 2014
Posted By
Marc S. Levine
If you are in the habit of annually rolling over funds in multiple IRAs, you may need to start using trustee-to-trustee transfers instead. This is because IRS will enforce a limit on the total number of rollovers in any 12 month period. As noted on t… Read More
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Categories: IRAs, News