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 […]

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 […]

Guest Post by Michael J. Garry, CFP®, JD/MBA – Taking the Road Less Traveled

Taking the Road Less Traveled As a continuation of the Fee-Only Financial Advisor blog sharing group, this month’s post comes to us from Michael Garry, a Financial Advisor in Newtown, PA. “Two roads diverged in a wood, and I— I took the one less traveled by, And that has made all the difference.” […]

Guest Blog – Gregory A. Johnston, CFA®, CFP®- 401(k) After-Tax Contributions

401(k) After-Tax Contributions Background If you work at a company offering a 401(k) plan, you could defer $18,000 of pre-tax wages to the 401(k) plan ($24,000 if you are 50 or older). The advantage is that contributions are not included in your current income and, therefore, not taxed. Let’s say you are a […]

Stephen Reh CFA® MBA CFP®

IRA Rollovers – Simple and GREAT chart from the IRS

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