401k conversion

The Basics of Roth IRA Conversions

Roth IRAs are a very attractive and effective retirement option for people in the Corona and Citrus Heights areas and beyond. This is primarily because the money in these accounts has already been taxed and will not be subject to additional taxation when it is withdrawn (as long as all requirements are met). Ideally, this…

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Multiple 401k Plans and Options

Here are some common questions we get asked when it comes to 401k plans. “These days many people have moved around, from job to job, ending up with multiple 401k plans. What should I do? Leave the 401k where it is, move it to my new employer, or simply covert it to an IRA and…

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