Latest Articles

When not to roll over a 401(k) to an IRA

<i>Kiplinger's Retirement Report</i>, Editor, and Rachel L. Sheedy •
Kiplinger

When leaving your job, the conventional wisdom has long been to take your 401(k) money with you by rolling it into an IRA. And 95% of the time that’s the way to go, says Evan Beach, a certified financial planner for Campbell Wealth Management, in Alexandria, Va. But in some cases, taking the conventional route

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Dear baby boomer: Retirement is this close, and you need to deal with a few issues

Fullerton Financial Planning, Steve Fullerton, Investment Adviser, and Co-Founder •
Kiplinger

I know you’re ready. You’re so close to retirement, you can taste the cool beverages on the beach and feel the sand between your toes. Unfortunately, at the rate you’re going, dear Baby Boomer, your retirement might not be exactly as you dreamed it. Maybe it’s because you never could quite imagine getting this old,

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