IRA Rollovers Archives - Invest with Steve!

IRA Rollovers – Simple and GREAT chart from the IRS

August 7, 2015 By Stephen Reh MBA CFA® CFP®

IRA Rollovers – Simple and GREAT chart from the IRS One major questions invstors have with their retirement plans at retirement: Can I Roll my 401k, SEP, 403b, 457 Plan into an IRA? Thankfully, the IRS has provided us a great Chart we can use to determine if a plan can be rolled over into an […]

Estate Planning – Wills – What Triggers an Update

I thought I would post up a quick posting on when you should update your will or trust: If you move to a new state – you should see if it requires updated estate planning documents If you Get Married or Divorced – You might need an estate planning update If you have a new […]

Lauren Zangardi Haynes, CFP(R) Guest Article on How Entrepreneurs Can Quickly Maximize RetirementsSavings

How Entrepreneurs can quickly maximize their retirement savings Are you a small business owner who needs to save quickly for retirement? Many small business owners are so focused on the success of their business that they forget to protect themselves and their families by planning for retirement. In fact, if you love your work […]

Guest Blog Article from Ann Garcia, CFP® – The Secret 529 Plan Bonus

The Secret 529 Plan Bonus I would like to thank Ann Garcia CFP® for writing this very informative article on education planning. Ann Garcia, CFP®, is a fee-only financial advisor with Independent Progressive Advisors and author of The College Financial Lady blog. Thanks again Anne! – Steve Reh When it comes to college savings, the tax […]

Stephen Reh CFA® MBA CFP®

IRA Rollovers – Simple and GREAT chart from the IRS

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