When you have a “triggering event,” such as leaving your job, you can make changes to your employer-sponsored 401(k) plan. Because this is YOUR hard-earned money, you want to make sure you understand what you can do with it. Which leads us to your four main options: Leave your 401(k) with your previous employer Roll your 401(k) into your new…
By J.P. Dahdah, Founder & CEO Money is Personal.™ And there isn’t a more personalized retirement investing vehicle than a Self-Directed IRA. Every individual investor has their own unique financial pedigree and approach as to how, why, and what they choose to place their hard-earned retirement savings into. Unfortunately, most financial institutions have led us to believe that it is…
Is Money Causing Stress In Your Life? Most of us desire stability, as it creates a sense of comfort. Yet, in a year that promises more uncertainty, we are faced with managing this stress and insecurity, all during a global pandemic. The lack of control over important things in your life, such as your employment and a steady income, can…
Learn how to fund your Self-Directed IRA with these steps.
How is your financial plan? Use this tool to review your priorities.
What to know your IRA contribution limits? Use this tool to help.