Month: June 2014

The Bakersfield Californian June 26, 2014 As with many things in life, distributing funds from an employer’s 401(k) plan may be easier said than done. Consider my client, who I will call Sam, who retired in 2004, but left his money in his former employer’s 401(k) plan. Sam had other funds invested in separate accounts … Read more

Kern Business Journal June 2014 A 60-year-old Bakersfield mid-level manager at a local company, who I will call June, has been working on a financial plan that will allow her to retire in five years. Before seeking my advice last year, she bought a variable annuity to replace the “defined benefit pension” plan that her … Read more