Tag: Kawika Shoji
To Rollover Your 401(k), or to Not?
In the world of retirement planning, the phrase "set it and forget it" has long been a favorite. For years, leaving your 401(k) from a previous employer untouched may have seemed like a safe, hassle-free strategy. But as market conditions become increasingly complex and uncertain, that autopilot approach may no longer serve your long-term financial goals.
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Why Fixed Income Needs a Steady Hand Right Now
For much of the past decade, fixed income felt like an afterthought. Ultra-low interest rates meant bonds offered little income and even less value. Then came 2022—when bond prices finally cracked under the weight of distorted valuations. Even now, many investors in broad bond indexes are still waiting to break even.
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Taking Charge of Your Old 401(k)
A rollover individual retirement account (IRA) is an account used for the transfer of assets from a previous employer-sponsored retirement plan, like a 401(k) or 403(b). If you have left your job and have an old 401(k) or 403(b), you may want to roll that money into an IRA and begin to take control of it.
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