Investing for Retirement

401k to IRA Rollover

By Financial Advisor Hans Smith | August 14, 2020

After leaving a job, you have the option to complete a "direct rollover" of your workplace 401k or 403b into an Individual Retirement Account (IRA).

Pension to IRA Rollover

By Financial Advisor Hans Smith | August 17, 2020

Should you take the lump-sum pension payout option and transfer the assets from a pension to an IRA?

Retirement Planning

Retirement Planning & Investing

Focusing on the whole picture is always our philosophy, and retirement is no exception to this rule, even in the face of anxiety over the markets or your future.

401k Hidden Fees: What Every Employee Should Know

By Financial Advisor Peter Egolf | April 29, 2021

401k plans have been a captive source for the financial industry to extract fees from American workers.

401k & 403b Plans

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Workplace 401k Selections

By Financial Advisor Hans Smith | June 9, 2021

More often than not, 401k and 403b plans default employee contributions into target dated investment funds. These funds may not be the ideal investment choice for many investors.