I’ve written a free eBook called “10 Tips You Need to know about your IRA Rollover,” and if you’ve ever wondered what to do with your retirement savings you might want to take a look!
It’s a comprehensive, plain-English guide that can help you to understand the options and take control of your retirement.
For example, many people have an old 401(k) or 403(b) with a previous employer that’s just been sitting there for ages, or an IRA that been left neglected and stagnant for several years. You might even have a few retirement accounts scattered around at different custodians/places with no clear sense of control over any of them!
Don’t worry: these situations are completely normal. In this day and age, it seems that job change is the norm and new retirement accounts can be opened with each employer, it’s easy to feel disorganized and without a solid plan for your retirement investments. You might end up stressed, confused, or just overwhelmed.
I’ve written this free eBook for anyone who is looking for guidance on how to take control of their retirement savings and their financial future. With information on everything from how to start your IRA rollover process to learning about diversification, “10 Tips You Need to know about your IRA Rollover,” covers both the practical aspects of managing your retirement accounts and the psychological ones. After all, no plan is complete if it can’t be implemented.
You can download the eBook Here.
We’ll go over the basics of where to set up a rollover and how to avoid being hit with penalties and taxes. I’ll give you information on the often-overlooked subject of naming your beneficiaries and strategizing for your company stock holdings. We’ll even talk about the decision to set up a Roth IRA and how to start planning and thinking about your investments.
We’ll also discuss ways to help you get past procrastination, how to take the first step towards gaining control of your retirement accounts, and how to choose the right custodian for your funds.
The more you know about the important issues that affect your finances, the better off you’ll be. Even if you’re already working with an advisor, this eBook will help you to identify issues that you should ask about and discuss.
As I always say to my clients, knowledge is power!
I hope you find this eBook to be a useful and important part of your financial journey. I’d love to hear your comments on the book itself and on how you applied these steps to manage your retirement and other investment accounts. If you need help getting started or if you’d like to talk about working together, you can also contact me directly.
Written by Bradford Pine with Anna B. Wroblewska
To learn about retirement savings, download my free eBook, “10 Tips You Need to Know About Your IRA Rollover.” This short book is packed with critical information that will help you make the right decisions about your retirement savings.
Written by Bradford Pine
Bradford Pine Wealth Group – New York City Financial Advisors
The views and opinions expressed in an article or column are the author’s own and not necessarily those of Cantella & Co., Inc. It was prepared for informational purposes only. It is not an official confirmation of terms. It is based on information generally available to the public from sources believed to be reliable but there is no guarantee that the facts cited in the foregoing material are accurate or complete.
Comments may not be representative of the experience of other investors. Investor comments and experiences are not indicative of future performance or results. Views and opinions expressed in the comments section are the author’s own and not those of Cantella & Co., Inc. No one posting a comment has been compensated for their opinions.
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