A Few Example Questions:
- I need help organizing my finances. I have many accounts opened over the years, but I am not sure what each account does or how to simplify my finances.
- I am moving to a new company. What benefits and accounts can I move out of my old company?
- I keep hearing that I should always rollover my 401(k) account to an IRA. Is that correct?
- How should I rollover 401(k) accounts from former employers? I don’t want to make a mistake and get hit with unexpected taxes.
- I just inherited an IRA, but I understand the rules have changed in how long I have to take the money out of the IRA. I don’t want to make a mistake and have to pay tax penalties.
- I keep hearing I should do Roth conversions of my IRAs. Does that make sense for me?
- Why do I need an Estate Plan, I don’t have enough money to need an estate plan?
- I really don’t know if my savings are on track to meet my future retirement goals. How do I figure that out?
- I don’t understand the investment options offered in my 401(k). How do I choose?
- My parents are getting older, but I don’t know if they have a plan in place to cover their future health care needs or an estate plan if they die.
- I am just starting a new job. Should I invest in my companies 401(k) or Roth 401(k) plan?