Tag: taxes

The 401(k) is one of the most common investment tools out there. A myriad of companies offer their own 401(k) plan and will often match a certain percentage to incentivize employees to contribute to the plan. As you get closer to retirement, you may consider doing a rollover. Some people choose to do this for safety. Investment options, tax implications, and much more. Jeff discusses the basic rules of rollovers and the positive attributes they can add to your retirement plan.