Roll-Back Your IRA?!

By |2018-03-16T03:27:41+00:00November 8th, 2017|Categories: Single Point of View|Tags: , , |

A quick Google search yields HUNDREDS of articles explaining why you should roll a 401(k) to an IRA – but as our Chief Investment Officer, Rene, alluded to in his recent post “The Twisted Logic of IRA Rollovers”, there may be reasons to keep retirement assets in an employer sponsored qualified plan (401(k), 403(b), etc.) or [...]

The Twisted Logic of IRA-Rollovers

By |2018-03-16T03:15:50+00:00October 27th, 2017|Categories: Single Point of View|Tags: , , , |

Rolling your 401(k) or 403(b) retirement balance into a broker's 'managed IRA' program is too often the wrong choice done for the wrong reasons.  'Financial Advisors' will justify the roll-over based on claims of broader choice, greater control and simplification at no extra cost.  More often than not, these arguments are based on incomplete disclosures of [...]