Switch to ADA Accessible Theme
Close Menu
+

Tag Archives: IRA

Retirement

Tax-smart options for your old retirement plan when you change jobs

By Legacy Protection, LLP |

There’s a lot to think about when you change jobs, and it’s easy for a 401(k) or other employer-sponsored retirement plan to get lost in the shuffle. But to keep building tax-deferred savings, it’s important to make an informed decision about your old plan. First and foremost,don’t take a lump-sum distribution from your old employer’s… Read More »

Facebook Twitter LinkedIn