Legacy Creation

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To Rollover or not to Rollover

Should I rollover my 401(k) or 403(b) into an IRA?

Why? The appropriate question may be "Why not?"

If you wonder what to do with the 401(k) or 403(b) you will end up with because you’re leaving your employer, consider all your options so you can make a decision that fits your circumstances. Although 401(k) and 403(b) plans differ in some... Read More

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Make it last forever:The multi-generational appraoch for IRA continuation

Well, here we go. Read this post and let the possibilities guide your thoughts to the means to a never-ending legacy.

Face it, some of us aren't leaving anything for the ones we love and others are so petrified of paying their Uncle Sam unnecessarily that they don't mind doing the research it takes to make sure that they leave as much for their... Read More
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