Wills, Trusts & Estates Prof Blog

Editor: Gerry W. Beyer
Texas Tech Univ. School of Law

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Monday, January 13, 2014

Four Questions to Ask About Rollovers

Rollover

If you are switching companies or considering retirement, should you roll over your 401(k) into an IRA?  Here are some questions to ask yourself when making this decision:

  1. Do you even have to do a rollover?
  2. Have you carefully examined the new plan or IRA?
  3. Should you cash out?
  4. Are you choosing the rollover strategy that’s best for you?

See John Wasik, Four Questions to Ask About 401(k) to IRA Rollovers, Forbes, Jan. 8, 2014.

http://lawprofessors.typepad.com/trusts_estates_prof/2014/01/four-questions-to-ask-about-rollovers.html

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