Posts tagged IRA

Your Forgotten 401(k): The Smart Move of Rolling Over to an IRA

Discover the hidden treasures in your forgotten 401(k)! Explore the smart move of rolling it over to an IRA. Learn the benefits, considerations, and how-tos.

Financial PlanningJuliette Cooke, CFP®, CKA®September 20, 2023retirement planning, 401(k) rollover, IRA

401k And IRA Rollovers In A World Of Retirement And Job Transitions

If you are investing in a 401(k) and you change employers or retire, you may want to consider a rollover. So, what is a 401(k) rollover, and how to rollover your investment? Read on!

Financial Planning, RetirementJuliette Cooke, CFP®, CKA®September 13, 2022401K and IRA rollovers, IRA, 401K, Retirement

Roth IRA and Traditional IRAs: Things You Need to Know

Financial planning before retirement is essential as it helps to lead a peaceful and stress-free life. And choosing the right option is a must. Learn how Cooke Wealth Management can help you decide what kind of IRA is the best fit for you and your retirement needs.

Retirement, Financial PlanningJuliette Cooke, CFP®, CKA®October 7, 2021Roth IRA, IRA, traditional IRA, Roth IRA vs Traditional IRA, benefits of traditional IRA, benefits of Roth IRA

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