Category: Retirement Plans

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what to do with your old retirement account

What to Do With Your Old 401(k) Strategy Guide

You have how many old 401(k)s or retirement accounts?  It’s really easy to have multiple 401(k)s out there from previous employers and feel overwhelmed with keeping track of them.  Whether you have one or many accounts floating around out there, this guide will help you determine what your options are. Cheat Sheet Step 1.  Find Out Where Your Old Account is Held.   The easiest way to find this out is to check for an…
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May 26, 2020 0
Roth conversion faq

Should I Do a Roth Conversion This Year Strategy Guide (2019)

With the end of the tax year approaching for 2019, you may want to consider whether you should do a Roth conversion. A Roth conversion is an underutilized financial planning tool that many individuals and even financial planners overlook! The new tax reform, which effectively lowered the tax burden for many Americans made this strategy even more attractive than in previous years. How do you know if it is the right strategy to implement this…
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December 7, 2019 0
Investment Blueprint Image

Level Up’s Investment Blueprint Calculator

Choosing your investments for your 401(k) is an intimidating part of your financial planning. When I ask clients what strategy they used to choose their investments is “I picked the investments that had the highest returns” or “I just did the default”. Having an investment blueprint is crucial in grounding your investment decisions. Without a well thought out investment process, you will be more likely to do the wrong thing at the wrong time. I…
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October 19, 2019 0
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