Why You Should Rollover Your 401k At Age 59 1/2

There are a lot of misconceptions about your 401k, specifically when you can rollover and the taxation that follows. Discover what to look out for and what strategies might be best for you with financial advisor Brian Evans, CPA/PFS. Key Points: Rules for rolling over your 401k Circumstances to not rollover your 401k Benefits to rolling it over Real-world examples --------------------- 12 Topics Every Financial Plan Should Address Discover with Brian Evans, CPA/PFS what a real financial plan or retirement strategy should look like. Important topics in a plan include: Investments Management Insurance Assistance Long-Term Care Options Social Security Financial Planning and Cash Flow Tax strategies Real Estate Find out why it is vital to have these topics in a financial plan before you make major decisions by going to edu.madronafinancial.com or checking out our Youtube channel. Get your FREE copy of "7 Steps to a Successful Retirement" by Brian Evans, CPA/PFS by going to plan.madronafinancial.com/7-steps