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​NEWS

PLANNING FOR SOCIAL SECURTIY

1/21/2020

 
Social Security Retirement Benefits
​Social Security was originally intended to provide older Americans with continuing income after retirement. Today, though the scope of Social Security has been widened to include survivor, disability, and other benefits, retirement benefits are still the cornerstone of the program.

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NUTS AND BOLTS: HOW TO ROLL OVER YOUR EMPLOYER RETIREMENT PLAN ASSETS

1/7/2020

 
​There are two types of rollovers: direct and indirect. A direct rollover is paid from your plan directly to your IRA or to your new employer’s retirement plan. The funds are never payable to you. An indirect (60-day) rollover is a payment made to you that you later roll over to an IRA or an employer retirement plan.(1) When you request a distribution from your employer’s  401(k), 403(b), or governmental 457(b) plan that’s eligible for rollover, you’ll receive a statement describing the tax rules  applicable to your distribution and your rollover options.(2) You should read that statement carefully.

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​​Investment Advisory services are offered through Sutterfield Financial Group, Inc., an SEC Registered Investment Advisor. 

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OFFICE: 3728 Bemidji Avenue N, Suite 400, Bemidji, MN 56601

PHONE: (218) 444-3863

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