Articles Posted in Investor Education

As outlined in The Retirement Challenge: Will you Sink or Swim?, co-authored by Jason Doss, You may find yourself in need to transfer assets from one qualified account (i.e. a 401(k)) into another qualified account (i.e. an IRA). When transferring assets from one qualified account to another, make sure that you elect a “trustee-to-trustee” transfer. In order to…