401k

Key Takeaway: Rolling over 401k funds to a self-directed IRA provides more control and investment choices, allowing individuals to personalize their retirement savings strategy. This can lead to potentially higher returns and a diversified portfolio. By rolling over, individuals can avoid the loss of control and limited investment options that may come with their employer’s […]

Key Takeaways: Understanding the rollover options for a 401k to IRA transfer is crucial for making informed decisions about your retirement savings. Tax consequences should be carefully considered when deciding whether to roll over your 401k to an IRA, as there may be potential tax implications. Direct rollovers offer a smooth and tax-friendly transfer process,