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Stay in a 401(k) or roll to an IRA?

Financial advisors are often asked this question by their clients who are leaving a company or retiring, “should I roll over my 401(k) to an IRA?” Peter Mallouk, president and chief investment officer of Creative Planning Inc., says given the opportunity of staying in a 401(k) or rolling to an IRA, they should roll it  Click to Continue


To Convert Or Not To Convert?

Those of us with Individual Retirement Accounts (IRAs) are faced with a difficult decision.  Should we convert our IRA to a Roth IRA?  What are the possible benefits of converting an existing Individual Retirement Account to a Roth IRA?  In order to make this decision one must consider, first and foremost, the tax implications of  Click to Continue