Don't do it! That being said.... There seem to be events where one is forced to do so against one's will. For example, I recently initiated a 401(k) rollover from a former employer since their provider was not that which I keep and manage the majority of…
Let’s say I have 100k in 403b from an old job. Everything that I’m seeing online says 403b are inferior due to high fees and limited investment options.…
A court ruling means one-time IRA rollover recommendations are no longer automatically considered fiduciary advice, and savers must protect their own backs.
From the inbox: Jeremy, I remember that you aren’t a big fan of 529s. But now that you can move excess 529 funds into a Roth IRA (thanks to Secure Act 2.0) … now, surely, you must LOVE them! Right? Actually…. no.…
