Tagged: tri state financial group

401k Investing Advice: Should I Invest In Mutual Funds

401k Investing Advice: Should I Invest In Mutual Funds

401k Investing Advice To download the free 401(k) Rollover 10-Point Checklist go to http://retirementplanningmadeeasy.com/401krollover Should you invest your 401k in mutual funds? The short answer is… Probably. Your 401k is probably already invested in...

401k Investing Advice: When Can I Withdraw Funds

401k Investing Advice: When Can I Withdraw Funds

401(k) Investing Advice To download the free 401(k) Rollover 10-Point Checklist go to http://retirementplanningmadeeasy.com/401krollover When Can I Withdraw My 401(k) Funds? You have a couple of options about when you can withdraw funds from...

401k Rollover Advice: How To Defer Taxes

401k Rollover Advice: How To Defer Taxes

If you rollover your 401(k) the right way it is easy to continue deferring taxes. To download the free 401(k) Rollover 10-Point Checklist go to http://retirementplanningmadeeasy.com/401krollover 1. Your first option is to not even...

Can I Rollover My 401k While Still Employed

Can I Rollover My 401k While Still Employed

The answer to the question, “Can I rollover my 401k while still employed?” will depend on a couple of different factors. To download the free 401(k) Rollover 10-Point Checklist go to http://retirementplanningmadeeasy.com/401krollover Your 401(k)...

Can I Rollover My Wife’s 401k Into Mine

Can I Rollover My Wife’s 401k Into Mine

The short answer to this is: No, you cannot rollover your wife’s 401(k) into yours. To download the free 401(k) Rollover 10-Point Checklist go to http://retirementplanningmadeeasy.com/401krollover A 401(k) rollover transfers funds from the 401(k)...

Do I Endorse My 401k Rollover Check

Do I Endorse My 401k Rollover Check

You do not endorse your 401k rollover check. To download the free 401(k) Rollover 10-Point Checklist go to http://retirementplanningmadeeasy.com/401krollover When you do a DIRECT transfer rollover from your 401(k) you will very likely receive...

Investing 401k Funds After Retirement

Investing 401k Funds After Retirement

There are a few different factors that go into how you will invest your 401k funds after retirement. To download the free 401(k) Rollover 10-Point Checklist go to http://retirementplanningmadeeasy.com/401krollover Your 2 big options are:...

Investing 401k Funds Into An Annuity

Investing 401k Funds Into An Annuity

Investing your 401k into an annuity is actually pretty simple. To download the free 401(k) Rollover 10-Point Checklist go to http://retirementplanningmadeeasy.com/401krollover Step 1. Choose an annuity. You do this by determining what the purpose...

Investing 401k Funds Into Stocks

Investing 401k Funds Into Stocks

When investing 401k funds into stocks, you’ll have to do it through equity-based mutual funds that are available in your 401k plan. The only exception to investing your 401k into individual stocks is when...