Options for Old 401k Accounts
From the June 2011 newsletter:
If you have ever switched jobs, you probably have more than one old 401k (or 403b) account with past employers, with the occasional unexpected statement as your only reminder that they even exist. You suspect just leaving it there is not what you should be doing, but what is the best strategy with old 401k accounts?
When leaving a job and starting a new one, you generally have four options with your old 401k (exceptions always apply):
Smart Year-End Investing Moves
From the November 2010 newsletter:
As you feast on turkey and Black Friday sales this weekend, you may wonder what investing tasks you need to take care of before year-end. Okay, that’s not going to happen, but here’s a list anyway. Happy Thanksgiving!
Roth IRA Basics
From the August 2010 newsletter:
It almost seems like the US retirement system was designed to keep people like me employed. There are no less than four major types of accounts people can use for retirement–and there are plenty more out there. Of these, the Roth IRA is this year’s hot topic, because now everyone can convert Trad IRAs into a Roth (high earners were previously excluded). However, the income limit for contributions still applies.
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