I want to retire with $1 million.
Retirement Plan
Questions Answered: Rolling Over A Roth Employer Retirement Account
3 minute read
Today, I wanted to take the opportunity to clear up the answer to some questions that I’ve been asked a couple of times over the past month regarding whether you can rollover an employer retirement account to an IRA and also make a contribution to the IRA in the same year. The answer to this question isn’t exactly clear without a good understanding of retirement plan rules and evidently there isn’t anything on the internet that does a very good job of explaining it.
Guide to Employee Benefits Open Enrollment 2019 Part 1: Employer-Sponsored Retirement Plans
7 minute read
This is part 1 of a series where I’ll be providing general education on many of the employee benefits elections that you’ll be faced with during open enrollment season. While there are some employers whose employee benefits open enrollment has already closed, many companies don’t have open enrollment until October or November. I find that many people take their best guess at making their enrollment elections, but have never really been well-educated on the decisions that they have in front of them or what might be best for their personal situation and don’t necessarily understand everything that they’re opting into or out of. Something that can make this even more confusing is having a spouse who’s employed at a company that provides benefits and trying to figure out how each employer’s benefits can work together for you. I’m hoping that this series of posts can help provide some education around some of the common benefits offered by employers and help people make better decisions for what might be best for their personal situation.
