Insights & Financial News | Oak Road Journal

Insights

Can I Roll My 401(k) Into an IRA Without Penalty?

Yes. Rolling your 401(k) into an IRA without penalty is entirely possible — and for many people leaving a job

How Long Do I Have to Roll Over My 401(k) After Leaving a Job?

If you’ve recently changed jobs or retired, you may be wondering how long you have to roll over your 401(k)

What Are the Disadvantages of a 401(k) Rollover?

Rolling a 401(k) into an IRA is one of the most common retirement moves — and often a good choice

Is It Better to Withdraw or Roll Over a 401(k)?

When leaving a job, you generally face a choice: roll over your 401(k) into an IRA or a new employer’s plan

How Does a 401(k) Rollover Work?

A 401(k) rollover is a tax-advantaged transfer of retirement assets from a workplace plan to

Do You Pay Tax Twice on A Backdoor Roth?

At Oak Road Wealth Management, one of the most frequent questions we hear from high-earning clients is:

Is it Better to Take a QCD or a Charitable Deduction?

When planning your year-end giving in Lee’s Summit, Missouri, or anywhere across the country, the most common

How does the IRS know you made a QCD?

The IRS tracks QCDs by matching the distribution codes provided by your IRA custodian on Form 1099-R

What Qualifies as a Qualified Charitable Distribution?

To qualify as a Qualified Charitable Distribution, the payment must be an otherwise taxable distribution

Welcome to Oak Road Wealth Management!

Welcome to Oak Road Wealth Management!

What football can teach us about diversification

What football can teach us about diversification

What REALLY matters when it comes to building wealth?

What REALLY matters when it comes to building wealth?

The truth about Social Security

The truth about Social Security

5 Ways to Use Your Tax Refund Wisely

5 Ways to Use Your Tax Refund Wisely

Accepting market cycles and focusing on the process

Accepting market cycles and focusing on the process

Choosing a Financial Advisor: Fee-Only vs Fee-Based

Choosing a Financial Advisor: Fee-Only vs Fee-Based

Where did we get this idea that we need to try to beat the market?

Where did we get this idea that we need to try to beat the market?

It’s ‘OK’ to Have an Emotional Attachment to Your Money

It’s ‘OK’ to Have an Emotional Attachment to Your Money

What are Common QCD Mistakes to Avoid?

What are Common QCD Mistakes to Avoid?

What Are the Disadvantages of a 401(k) Rollover?

What Are the Disadvantages of a 401(k) Rollover?

How Long Do I Have to Roll Over My 401(k) After Leaving a Job?

How Long Do I Have to Roll Over My 401(k) After Leaving a Job?

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