Money Matters: Rolling Over a 401k to an IRA

September 04, 2024 by Scott Oeth in Home, WTIP "Money Matters", Wealth Mgmt & Invmt Strat

In this month’s edition of “Money Matters,” Scott talks about rolling over your 401k to an IRA, factors to consider in this decision, and how this decision can have positive and negative effects on your financial future depending on your situation. Listen to learn more about rolling over a 401k to an IRA.

Employer Retirement Plans: Exploring In-Service Distributions

February 10, 2023 by Scott Oeth in Wealth Mgmt & Invmt Strat, Home, Stock Options & Exec Plan

Employer retirement plans with in-service distributions can be complex. You may find that an in-service/non-hardship distribution and rollover could provide access to more investment options, risk management strategies, and diversification approaches. Plus, you may gain access to a wider variety of guaranteed retirement income options. Learn more about how to approach your retirement plan and the options available to you.