Introducing Timely Topics, articles and commentary on topics of interest in today’s headlines. From time to time we may want to address a topic in more length than what a traditional blog post would allow. These articles are a result of client questions, media hype or news and commentary that we think might be of interest to our clients and subscribers. For example, we often hear about misunderstandings in regard to the rules of rolling previous employer-based retirement plans into an IRA. Today’s Timely Topics article is on 10 Costly 401(k) Rollover Mistakes.
10 Costly 401(k) Rollover Mistakes – Timely Topics
About Mary Jo LyonsMary Jo Lyons, CFP® is a registered assitant with extensive expertise in designing financial strategies to help clients achieve their financial goals. Have a financial question? ASK MARY JO!
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About Sara Seasholtz, CFP®
Sara Seasholtz, CFP®, shares her financial insights and wisdom helping generations of families and small businesses realize greater financial independence, enjoyment and reward.
generations of trust…decades of knowledge…since 1979