Starting a new job? Leaving an old job? Have you contributed to a 401k plan?

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Posted on 10th December 2010 by Rita in 401k |IRA |Retirement and Estate Planning

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Retirement Options

If so… you have four options when leaving an employer where you have contributed to their 401k plan.

  1. Keep it in your current plan

  2. Transfer current 401k plan to new 401k plan with new employer

  3. Cash out your 401k

  4. Rollover – Move it to another qualified retirement account.

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Organize it… How to Store Your Life Insurance Policy & Other Crucial Paperwork

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Posted on 14th September 2010 by Rita in 401k |Annuities |IRA |Life Insurance |Retirement and Estate Planning |TERM Life Insurance |WHOLE LIFE Insurance

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Files to Organize your paperwork
You’ve done all the work on important issues… when it comes to protecting those you love. Now make sure all your documents are in safe keeping and that someone knows where to find these documents. One of the main reasons for your “think ahead planning” is to ease the burden to your love ones… so don’t over look the fact that someone needs to know where to find all the paperwork.

Commonly there will be 3 people with a set of your crucial documents: (more…)