Skip to content
Investment Planners Inc
920-886-1300
  • Home
  • Our Story
  • Planning
  • Portfolio Management
  • Life Insurance
  • Straight Talk

Category: Rollover

Posted on April 13, 2020

What to Do with Your 401(k) Plan When You Change Jobs

When you change jobs, you need to decide what to do with the money in your 401(k) plan. Should you leave it where it is or take it with you? Should you roll the money over into an IRA or into your new employer’s retirement plan?  Continue reading “What to Do with Your 401(k) Plan When You Change Jobs”

Posted on April 6, 2020

How to Roll Over Your Employer Retirement Plan Assets

Continue reading “How to Roll Over Your Employer Retirement Plan Assets”

Recent Posts

  • Watch Out for These Financial Pitfalls in the New Year
  • Sequence Risk: Preparing to Retire in a Down Market
  • WHY YOU MAY WANT BOTH A ROTH CONVERSION AND ROTH CONTRIBUTORY ACCOUNT
  • Put Your Thinkin’ Caps On!
  • How to Help Maintain a High Credit Score

Recent Comments

    Archives

    • January 2021
    • December 2020
    • November 2020
    • October 2020
    • September 2020
    • August 2020
    • July 2020
    • June 2020
    • May 2020
    • April 2020
    • March 2020
    • February 2020
    • January 2020
    • December 2019
    • November 2019
    • October 2019
    • September 2019
    • August 2019
    • July 2019
    • June 2019
    • May 2019
    • April 2019
    • March 2019
    • February 2019
    • January 2019
    • December 2018
    • November 2018
    • October 2018

    Categories

    • 401(k)
    • Beneficiaries
    • Best Practices
    • Budgeting
    • Cares Act
    • Charitable Giving
    • College Savings
    • Coronavirus
    • Covid-19
    • Credit report
    • Death of a spouse
    • Debt
    • Diversification
    • Estate planning
    • Finance and Divorce
    • Finance and Marriage
    • Financial Aid
    • Financial Mistakes
    • Financial Planning
    • Home Finance
    • Home Insurance
    • Homeownership
    • HSA
    • identity theft
    • Inspiration
    • Investing
    • IRA
    • Life Insurance
    • Market Volatility
    • Military Benefits
    • Millenials
    • Net Worth
    • probate
    • Retirement Benefits
    • Retirement Planning
    • Retirement Savings
    • Rollover
    • Saving for College
    • SECURE Act
    • Social Security
    • Tax Deduction
    • Taxes
    • Transitions
    • Trusted Advisor
    • Trusts
    • Uncategorized
    • Veterans
    • Women

    Logo Alt

    Securities and investment advice offered through Investment Planners, Inc. (Member FINRA/SIPC) and IPI Wealth Management, Inc., 226 W. Eldorado, Decatur, IL 62522. (217) 425-6340.


    Investment Planners, Inc. and IPI Wealth Management, Inc. do not provide tax advice. Please consult your tax attorney or accountant.

    Check the background of this firm on FINRA’s BrokerCheck.

    Check the background of this investment professional on FINRA’s BrokerCheck.

     
    Get sound financial insights right in your own inbox.
    Sign up for our newsletter!

    • Home
    • Our Story
    • Financial Planning
    • Portfolio Management
    • Life Insurance
    • Straight Talk

    Investment Planners, Inc.

    124 W. Wisconsin Ave.

    Neenah, WI 54956

    920-886-1300

    920-886-0018 fax

    © 2021 All right reserved.