JL3 Financial

Still have an old 401(k)? Rolling it into an IRA can help simplify your retirement savings and keep your investments aligned with your goals. If you have any questions, give us a call we are happy to help.

3 Easy Steps to Move a 401(k) to a Rollover IRA To move a 401(k) to a rollover IRA, doing a little bit of prep work can make the process easier. Follow these three easy steps to get started.

When was the last time you gave your 401(k) a checkup? Reviewing your contributions, investments, and retirement goals regularly can help keep you on track for the future you envision.

401(k) Checkup: Are You on Track? Your 401(k) helps shape your future—consider if you’re saving enough, your investments match your goals, and that you haven’t forgotten about any accounts with prior employers.

Before tapping into your Roth IRA, be sure you are making the smartest move for your retirement. This article walks through the key questions to ask so you can make confident decisions with your savings.

Must-Ask Questions: Roth IRA Withdrawals Investors tend to focus more on saving for retirement and less on what will happen when they take money out. We answer six common questions on making a Roth IRA withdrawal.