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Home / News Stories / Rolling 401(k) into an IRA makes sense (access required)

Rolling 401(k) into an IRA makes sense (access required)

I recently met a married couple of university professors who were interested in improving their investment portfolios and getting a sound financial plan in place. The couple, both in their early 60s, thought their ability to work with a brokerage firm was limited. After all, most of their wealth resided in university-sponsored 401(k) plans. So they ...