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 […]

Schwab Acquiring TD Ameritrade

Schwab Acquiring TD Ameritrade The Quick Summary of Impacts to TD Clients Minimal impact for the next year Costs are unlikely to change It does not appear any new paperwork will need to be done New competition will keep pressure on costs even with TD/Schwab size We use TD because they provide great service for […]

Market Correction – Do Not Let a Market Drop Ruin Your Long Term Investment Plan

The S&P500 has now officially dropped 20% from its market high. It has exceeded the 14% on average drop. Its now officially a correction. I have said multiples times over the past 10 years that most pullbacks are temporary and we should not try to time the stock market. That has proved wise as we […]

2018 Stock Market Jitters Part Two

2018 Market Jitters Strikes Again Market Jitters are back. The stock market pulled back strongly the past few days as shown in the following chart. What is happening and should we be concerned? Corporate Earnings Growth Has Increase Dramatically Earnings per share (EPS) has averaged 6.9% from 2001 through 2017. In […]

Stephen Reh CFA® MBA CFP®

IRA Rollovers – Simple and GREAT chart from the IRS

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