by Mike Albertson | Nov 9, 2019 | Rollovers
Here is a question we received last week by email. Remember Tradewell Tax and Financial is a full service firm and we take a hard focus on taxes. Here is the question: I will turn 70 1/2 on January 15, 2020. I plan to begin taking RMDs on a monthly basis...
by Mike Albertson | Aug 30, 2019 | Rollovers
Your Money With Mike – 08.30.2019 In this week’s podcast, Mike talks about some important things to keep in mind when rolling over a 401(k) or IRA. Be sure that you don’t get caught up in unnecessary fees or penalties!...
