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

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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UPDATED: Change in IRA Rollover Rules for 2015

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