News and Press

U.S. News & World Report: Watch Out for This 401(k) Rollover Loophole

July 21st, 2017 | News and Press

When a job change is on the horizon, don’t forget to roll over 401(k) assets. That message apparently has gotten through to most workers. According to a recent Investment Company Institute study, 59 percent of households with a traditional individual retirement account had IRAs that included rollover assets in 2016, and 82 percent of those households had transferred their entire 401(k) balance. Read Full Article