Insights
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Year End Review
The US economy and stock markets defied conventional relationships in 2023, and the best explanation is that the consequences of COVID economics continue to pervade. These forces are likely to diminish in the coming year but provided more than a few head scratching outcomes last year.
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ROLL WITH IT: The Merits of Rolling Your 401 (K) Into an IRA
Job changes are one of life’s biggest stressors. Hopefully it is an exciting stress but still a stress nonetheless. With all the changes that occur, people often overlook their 401(k), and it is easy to see why. The bureaucratic hassle is enough to cause anyone to move on to another task at hand. But, before setting it aside for a rainy day, consider taking action early on and saving yourself potential pain later down the road. There are some very good reasons to roll your 401(k) immediately into an IRA.
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