rollovers

How to Solve These 6 Problems Your Heirs Could Have With Your Estate

If you have a will, you're ahead of most Americans — but don't pat yourself on the back just yet. Your heirs may still encounter some challenges.

Here's What It Means to Be Vested in Your 401(k)

The money you put in a 401(k) is always yours. You may have to wait a little longer, however, before you pocket your employer's contributions.

New Job? Don't Make These 7 Mistakes With Your Benefits

Congrats on the new gig! Before you start celebrating, make sure you aren't making these crucial mistakes with your new benefits.

5 Dumb IRA Mistakes Even Smart People Make

Investing in retirement is a great first step, but if you're making any of these easy-to-avoid IRA mistakes, you're hurting your returns.

Left a job? Do a rollover.

I saw this poster on the window of a store-front brokerage firm office near the grocery store.  Although the firm in question has an obvious self-interest in getting you to consoli