Retirement Planning | R. W. Rogé & Company

Retirement Planning

How to Protect Yourself from the Madoffs and Ponzis of this World

I was having lunch with a client a few weeks ago and he said, “Ron, you should write an article about how to protect yourself from Ponzi schemes.” Then last week, we had a meeting with our accountant and he suggested we do the same. He also wanted us to speak at a conference he...
Read More

Rollovers from Employer-Sponsored Plans

If, like many Americans, you are nearing retirement or starting a new job, part of the transition planning is to deal with your 401(k), 403(b) or 457 plan. For most, no solution is more sensible than establishing an IRA rollover account. There are several advantages to the move, including tax-free consolidation of retirement fund balances...
Read More
1 6 7 8

Like Us on Facebook