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Estate planning trusts
Investments Planning Retirement Retirement Planning & Investments The CFS* Team

Trust Basics

Whether you’re seeking to manage your own assets, control how your assets are distributed after your death, or plan for incapacity, trusts can help you accomplish your estate planning goals. Their power is in their versatility — many types of trusts exist, each designed for a specific purpose. Although trust law is complex and establishing […]

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Retirement rollovers
Investments Planning Retirement Retirement Planning & Investments The CFS* Team

Rollovers

In general, a rollover is the movement of funds from one retirement savings vehicle to another. You may want, or need, to make a rollover for any number of reasons–your employment situation has changed, you want to switch investments, or you’ve received death benefits from your spouse’s retirement plan. There are two possible ways that […]

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401K rollover pitfalls
Investments Planning Retirement Retirement Planning & Investments The CFS* Team

Six Potential 401(k) Rollover Pitfalls

You’re about to receive a distribution from your 401(k) plan, and you’re considering a rollover to a traditional IRA. While these transactions are normally straightforward and trouble-free, there are some pitfalls you’ll want to avoid. 1. Consider the pros and cons of a rollover The first mistake some people make is failing to consider the […]

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Employer retirement plan assets rollover
Investments Planning Retirement Retirement Planning & Investments The CFS* Team

Nuts and Bolts: How to Roll Over Your Employer Retirement Plan Assets

There are two types of rollovers: direct and indirect. A direct rollover is paid from your plan directly to your IRA or to your new employer’s retirement plan. The funds are never payable to you. An indirect (60-day) rollover is a payment made to you that you later roll over to an IRA or an […]

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