Tuesday, February 7th, 2012

I’m 57 1/2, Can I Start Taking Money From My 401k?

This is kind of a funny little question. About 329 people asked this. “I’m 57½ and I’m retiring from my company. Can I start taking money out of my 401k?”

What is An Annuity?

April 14, 2010 by  
Filed under All Posts, Insurance Information

One of my favorite questions: What exactly is an annuity? Let me break it down to its basic function. An annuity is an investment contract with an insurance company, much like a CD is an investment contract with a bank.

Can I Roll My 401k into a Roth IRA?

This question comes up more times than I can count. Can I roll my 401k into a Roth IRA?

And the simple answer is, not directly, but indirectly you can.