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AdviceIQ: Your retirement checklist

Are you within a few years of retirement? Time right now to get your financial house in order, and here’s what to include on your pre-retirement financial checklist. 401(k)s. You need to determine if you want to leave the plan and its assets with your soon-to-be-former employer, roll assets into an individual retirement account or take a distribution (the last choice likely results in a hefty tax bill). Do you have company stock options you didn’t exercise? Check the regulations to formulate your options. Special rules on net unrealized appreciation may also apply to company stock that increased in value while in your 401(k)…Read More


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