Tax & Withdrawal Strategies
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401k Rollover to IRA: A Complete, Practical Guide
- October 6, 2025
- Category: Investment Accounts & IRAs, Retirement Planning, Tax & Withdrawal Strategies
Executive summary: A 401k rollover to IRA can cut costs, expand investment choices, and simplify future withdrawals when you do it right. However, timing, tax treatment, access rules, ERISA protections, and employer stock can tilt the decision the other way. This guide shows when a rollover helps, when it hurts, and the steps to complete
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Do I Have Enough to Retire? 7 Signs You’re Ready
- October 4, 2025
- Category: Income Strategies, Retirement Planning, Tax & Withdrawal Strategies
Executive summary: If you keep asking, “Do I have enough to retire?”, you’re really checking whether savings, income, and risks match the life you want. This guide turns that into a practical checklist. Use the seven signs, the quick scorecard, and the case studies to spot gaps, fix them, and move from doubt to a
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401(k) After Leaving Job: Your 4 Best Options
- September 27, 2025
- Category: 401(k) & Employer Plans, Retirement Planning, Tax & Withdrawal Strategies
Executive Summary: What you do with a 401(k) after leaving job affects taxes, fees, and control for years. You generally have four choices: leave the money, roll to an IRA, roll into a new employer’s plan, or cash out. This guide explains each path, compares them side by side, and gives you a simple checklist