Archive For: Retirement Roll-Over Series

Retirement Account Rollovers – The Tax Implications

When physicians consider rolling over retirement accounts, the tax implications should be factored into the decision. The decision as to whether you should roll over your 401k plan to an IRA, another employer’s 401k plan, or simply to leave it where it is, involves several different factors, including long term investment cost and the availability ... Read More

Retirement Accounts – Should I or Should I Not Roll-over?

As physicians change employers, they face the “roll-over” decision – to move their retirement accounts or leave them. Here are some key considerations when facing that choice. When you change jobs, everything you need to take with you can usually be packed neatly into a couple boxes for your move – everything except your employer-sponsored ... Read More

Understanding IRA Options for Physicians

The essentials physicians need to know about different types of individual retirement account options It has been more than 35 years since Congress enacted legislation that established the Individual Retirement Account (IRA) as an incentive for individuals to take responsibility for their own retirement security. Since then, billions of dollars have flowed into IRAs held by ... Read More