Financial Choices Matter

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The Important Things You Should Know About 401(k) Rollovers

We often talk about the importance of not leaving a 401(k) with your old company after you no longer work there. Let’s explore some of the benefits of a 401(k) rollover, why you might want to move it to an IRA, what the tax implications are and some of the other essential things to consider.


To get the guide, "To Rollover, Or Not To Rollover", call 480-513-1830 or e-mail

Mailbag: The 4% Rule, Ex-Husband’s SS, & Big vs. Small Companies… Plus, What’s Buggin’ Charles?

Do you know what the 4% rule is? That's what  Lisa wants to know on this week's edition of Financial Choices Matter. We'll answer her question and also field concerns about getting benefits from an ex-husband's Social Security, what it's like to work with big companies vs. smaller ones, and we'll see what's buggin' Charles.

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