The end of the year is fast approaching. As the calendar days march toward 2021, let’s keep in mind that there are several ideas we should review as you work to get your year-end financial house in order.
I often meet families who created an investment portfolio many, many years ago. And while it seems to have performed great during their pre-retirement years, they are sometimes surprised to learn that those same investments may not serve them well in Retirement.
Rolling over your funds for retirement presents a number of opportunities for error. There are plenty of government and IRS regulations to consider, and running afoul of any of them can be expensive in terms of penalties, fees, and even access to your savings.