Pete Mitchell’s- What To Do If You’re Laid Off

If you’re laid off, what happens to your retirement money? Well, you have three basic choices with your 401(k). One gives you more freedom and control than the other two.

IRA Contribution Deadline by Pete Mitchell

Don’t miss the IRA contribution deadline! Make sure you make your 2009 IRA contribution before April 15! With stocks performing so well these days, fully funding your IRA for 2009 (and 2010) could mean a tremendous boost toward saving for retirement.

Rule Changes For In-Service 401(k) Rollovers

RULES CHANGES FOR IN-SERVICE 401(k) ROLLOVERS
401(k)-to-Roth rollovers are now possible before age 59½.
 
There is a  new possibility in the world of the 401k. Sometimes employees want to pull money out of a 401(k) before they retire. It isn’t always because of an emergency. Some workers want to make an in-service non-hardship withdrawal just to roll their 401(k) [...]

The “How” & “Why” of an IRA Rollover – Presented by Pete Mitchell

As retirement approaches … money decisions become increasingly major. One big decision concerns what to do with the money in your company retirement plan.