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Women: Are you planning for retirement with one hand tied behind your back?
Women can face unique challenges when planning for retirement. Let's take a look at three of them. 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.
 When you think about your first day of retirement, what do you see? Are you relaxed and energized, thinking about all the wonderful new possibilities ahead?
LET’S EXPLORE THE POSSIBILITIES! |
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