Category Archives: Retirement

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Feb232001

Moving Retirement Plan Assets—Transfers and Rollovers

Personal Finance, RetirementBy Henssler Financial February 23, 2001

When rolling assets from a retirement plan to an IRA, you need to careful not to take possession of the funds, otherwise you could trigger a taxable event.

Jan122001

Roth IRA

Nearing Retirement, RetirementBy Henssler Financial January 12, 2001

One unique feature of a Roth IRA is that distributions are not mandatory during the account owner’s lifetime, so the account can be left to heirs.