Old 401(k), New Tricks: 6 Tips for Rolling Over Your 401(k) Thumbnail

Old 401(k), New Tricks: 6 Tips for Rolling Over Your 401(k)

The average American worker will change jobs more than once in their lifetime. While there are multiple options such as leaving your 401(k) in your former plan if allowed, cashing out the account balance, or transferring the 401(k), many decide to roll over their old 401(k) to their new employer's plan or other investment vehicles such as an IRA, Roth IRA, or an annuity. Here, we provide tips to help the rollover process go quickly and smoothly for you.

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Donor Advised Funds: A Unique Way to Give Thumbnail

Donor Advised Funds: A Unique Way to Give

If you’re in search of a way to reduce your tax bill and give back to the community, a donor advised fund may be worth considering. Also known as a DAF, a donor advised fund is a charitable investment strategy you can use to support charities that are important to you, while receiving tax-advantages. You may contribute cash, stocks, bonds, mutual fund shares, private company stock, cryptocurrencies, and other types of assets through a DAF.

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