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Retirement
Summit Financial Advisors
401(k) Plan Rollovers: 5 Frequently Asked Questions
Retirement, Financial Planning, SFA
Provided by Summit Financial Advisors
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Summit Financial Advisors
How Women Can Prepare For Retirement
SFA, Retirement
Provided by Summit Financial Advisors.

When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by a pension. The Social Security Administration estimates that today’s average 65-year-old woman will live to age 86½. Given these projections, it appears that a retirement of 20 years or longer might be in your future.
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Summit Financial Advisors
The Pros and Cons of Early Retirement Plan Rollovers
SFA, Investing, Retirement
Did you know you might be able to take some or all of the money in your 401(k), 403(b), or 457 plan and roll it over into another type of retirement account? Were you aware that you could do this while you are still working for your current employer – without any withholding or early withdrawal penalties?

  
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Summit Financial Advisors
IRA and Retirement Plan Limits for 2020
Retirement, Investing, SFA
Learn the 2020 info for IRA contribution limits, Traditional IRA limits, Roth IRA income limits and employer retirement plans.
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Summit Financial Advisors
Creating a Retirement Strategy
Retirement, Financial Planning, SFA
Too many people retire with doubts, unsure if they have enough retirement money and uncertain of what their tomorrows will look like. You can save, invest, and act on your vision of retirement now to chart a path toward your goals and the future you want to create for yourself.
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Summit Financial Advisors
Retirement Account Rollovers
Retirement, Protecting Your Finances, Financial Planning, SFA
A rollover is the movement of funds from one retirement savings vehicle to another. You may want to make a rollover for any number of reasons — your employment situation has changed, you want to switch investments, or you've received death benefits from your spouse's retirement plan. There are two possible ways that retirement funds can be rolled over.
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