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IRA Strategies & Rollovers

How many different types of retirement plans are there? Well, to start, there are traditional Individual Retirement Accounts (IRAs), Roth IRAs, Savings Incentive Match Plan for Employees (SIMPLE) IRAs, 401(k) Plans, 403(b) Plans, deferred compensation plans, Simplified Employee Pension (SEP) IRAs, individual 401(k) Plans, spousal IRAs and rollover IRAs. Do they have different rules governing each type of plan? Yes, they do! Unfortunately, running afoul of the rules can have serious consequences. We provide expert resources to guide you through the myriad of choices so that you can maximize your savings for your unique situation. Great advice can make a world of difference.