Archive - June 30, 2010

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10 Personal Financial Questions Everyone Should Be Able to Answer
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Avoid the RMD When Rolling Your IRA into a 401(k)

10 Personal Financial Questions Everyone Should Be Able to Answer

As we move through life, we get bogged down with day to day activities and might find that small pieces of our financial puzzle get neglected. These neglected areas can have a negative impact on our ability to meet our goals. If you can positively answer the ten questions below, you are certainly putting your best financial foot forward.

1. Do you know where your money goes every month? Folks that understand their income and expenses have a better opportunity to make sound spending and saving decisions. I’ve heard many times from new clients that they are happy with their …

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Avoid the RMD When Rolling Your IRA into a 401(k)

brown bear rolling by Beverly & PackIn a recent article I pointed out a few additional reasons that might make you want to rollover your old 401(k) plan into an IRA – but there are also good reasons, in particular circumstances, that it might make sense to move your IRA funds into a 401(k) plan.  One of those reasons might be to avoid having to take Required Minimum Distributions (RMDs)if you’re over age 70½ and are still working.

Rolling IRA Money into a 401(k) to Avoid RMD

This is a somewhat narrow slice of folks, but as the population and workforce ages, there are bound to… Read More

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