With Indirect Rollovers, Timing is Everything

When you leave a job, you have several options for dealing with the funds in your 401(k) or other employer-sponsored retirement account. One option is an indirect rollover. With this method, you receive a distribution check from your employer and then have 60 days to deposit the funds into an IRA or your new employer’s plan.

6 Ways to Make a Tax Refund Work for You

Whether we like it or not, tax season is upon us. And as millions of us scramble to file our tax returns, we are likely motivated by the prospect of a refund check that will arrive in our mailbox or bank account a few weeks after we’ve filed.

Reviewing Your Tax Strategies

Minimizing your potential income taxes requires a regular review of your financial picture and the current tax strategies available to you. In fact, tax planning can be a year-round activity.

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