Group items tagged

Make sure that your IRA rollover qualifies as a "trustee-to-trustee" transfer. Don't take personal possession of a check make out to you, or you might be in for an unpleasant tax surprise.

According to current IRA rollover rules, the new account trustee will probably have some forms for you to complete. As far as financial transactions go, the process will be fairly painless, although you should complete the paperwork with care and review the forms before submitting them.

Choose best options for 401k to IRA Direct Rollover plans......

These are not easy times to be a 401(k) trustee, and not just because the markets are volatile. Congress has begun to examine 401(k) expenses. So are plan participants, and there are already more than 1,000 lawsuits charging trustees with a breach of their fiduciary duties. Would your plan be vulnerable if subjected to that kind of scrutiny?

In 2010, as a Riverside Community College trustee, Jose Medina, along with Mary Figueroa and Mark Takano, voted for using $350 million of Measure C bonds for Riverside college improvements utilizing a project labor agreement (PLA.) " If you would like more information about this article or organization, click here. California Assembly Member Jose Medina…