Many preretirees falsely believe that there is nothing they can do to build retirement assets, and as a result, do nothing. photo credit: Victor1558 Entering your 50s and behind in your retirement planning goals? Don’t fret. You’ve still got time to get your financial plan back on track. There are many steps that older investors [...]
Tag Archives | 401(k)
Rolling Over: The Benefits of Consolidating Your Assets
A rollover allows you to transfer your money from one qualified retirement account to another without incurring any tax consequences. If you’ve recently changed jobs — or maybe changed jobs a few times over the years — you may be juggling multiple retirement plan accounts. While it’s certainly acceptable to leave your money in [...]
About PPS Advisors
The PPS Advisors Team is led by Larry Passaretti, Managing Director. Larry has over 25 years of financial investment planning experience.
