Guides & Handbooks

The 401(k) Rollover Handbook

When you leave an employer and transition into retirement, you have some options for your 401(k) savings. This guide explains what those options may be and why specific options may be better than others. Your situation is unique, so this is definitely not a case of one size fits all. Only by understanding your options can you make an informed choice. The handbook also compares traditional and Roth IRAs, and notes early withdrawal and RMD rules that pertain to younger and older retirees.

Your Retirement Handbook

As you start reading this handbook, you will notice that it is written around a timeline. It explains what you may want to do 12-24 months ahead of your envisioned retirement date, 6-12 months away from your retirement date, and so on. Then, it continues into the future – noting things that you may want to address in the first year after you retire, and the year after that. So you have a clear timeline here, easy to read, and easy to reference, while also being very detailed.

Understanding Social Security Benefits

Social Security is such a complex subject. Sometimes even Social Security recipients misunderstand their options and privileges. I want you to make your decision about Social Security benefits with a clear and thorough understanding, and that’s why I offer this handbook.

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