Blog Category

401(k)s

Should You Move Part of Your 401(k) Before You Retire? Understanding In-Service Distributions

Learn how an in-service distribution may allow eligible workers to transfer part of a 401(k) to an IRA while still employed, and the key rules and considerations before making a decision.

What to Do After Tax Season: Financial Moves to Consider Now

Review key financial and tax planning moves after filing your taxes, including Roth conversions, tax-efficient investing, retirement contributions, and mid-year tax strategies.

What to Do With Old 401(k)s After Changing Jobs

Some individuals choose to consolidate retirement accounts to reduce the number of accounts they maintain or to align investments in one place. In certain cases, this can result in access to a broader range of investment options.