Blog
Should I Rollover My Old 401(k)?
On average Millennials are changing jobs about every 3 years or so.
Because of this we're seeing a lot of "orphaned" 401(k)s that are forgotten, neglected, & disregarded.
One of the questions I get most is, “Should I rollover my old 401(k)”? So I’m going to dive into the options that you have with an old 401(k) and the reasons you may want to consider each.
Avoid Costly Mistakes By Understanding Roth Ordering Rules
Roth IRAs are known for their beneficial flexibility but if you have one then it's important to know that there are rules that govern how money is withdrawn and taxed.