Alianza para ingresos de por vida
Acerca de Alliance for Lifetime Income & Retire Your Risk
Demasiados hogares estadounidenses se acercan a la jubilación "desprotegidos", sin ingresos mensuales protegidos que no sean el Seguro Social.
Alliance for Lifetime Income es una organización sin fines de lucro 501 (c) (6) formada y apoyada por algunas de las principales organizaciones de servicios financieros del país para crear conciencia y educar a los estadounidenses sobre la importancia de los ingresos protegidos de por vida.
La Alianza se centra en ayudar a educar a los estadounidenses sobre el riesgo de sobrevivir a sus ingresos para que puedan disfrutar de su vida de jubilación. Alliance ofrece a los consumidores y asesores financieros los recursos educativos, las herramientas y los conocimientos que pueden utilizar para elaborar planes para obtener ingresos de jubilación protegidos.
401k Checklist
1. Understand the fees and charges associated with the rollover. 2. Determine the tax implications of the rollover. 3. Research the investment options available through the new plan. 4. Consider whether it's best to do a direct transfer or an indirect transfer. 5. Make sure the employer has the correct information needed to complete the rollover. 6. Contact the new plan administrator to make sure the rollover has been completed. When considering a 401k rollover, there are some important steps to ensure the transition is successful. First, it is important to understand the fees and charges associated with the rollover. Additionally, one should determine the tax implications of the rollover. Researching the investment options available through the new plan is also key. It is advisable to consider whether it is best to do a direct transfer or an indirect transfer. It is also important to make sure the employer has the correct information needed to complete the rollover. Last, one should contact the new plan administrator to make sure the rollover has been completed.