Personal Finance Advice and Commentary

Monday, February 22, 2016 5:06 pm
By Dr. Don Taylor ·

When you leave a job for the next job opportunity, whether it’s on your terms or not, you have 4 choices about what to do with your 401(k) account from that employer.

Monday, January 27, 2014 4:00 pm
By Sheyna Steiner ·

IRA rollovers are a big business. Investors can’t always believe the hype, according to the regulator FINRA.

Thursday, May 12, 2011 4:20 pm
By Jennie L. Phipps ·

Are you happy with the retirement savings options and other aspects of your 401(k)? According to a new report released by Cogent Research, most people who have more than $100,000 saved aren’t particularly enthusiastic about the management of their 401(k) — unless they are lucky enough to belong to a plan administered by one of

Thursday, January 27, 2011 4:39 pm
By Kay Bell ·

Older taxpayers were watching closely during last December’s tax bill debate. They wanted to know if they could still roll money from their traditional IRA into a charity. The answer, finally delivered on Dec. 17, 2010, when the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 became law, was yes. Rollovers from