Benchmark Bulletin – May 2016

rolloverSix Potential 401(k) Rollover Pitfalls

While rollovers from 401(k) plans to IRAs are normally straightforward and trouble free, there are some pitfalls you’ll want to avoid.

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grandfatheFour Lessons Grandparents and Grandchildren Can Learn Together

If you’re a grandparent, maintaining a strong connection with your grandchildren is important, but that may become harder over the years as they leave for college, or become busier building their careers and their families. Focusing on what you can learn together and what you can teach each other about financial matters may help you see that you’re not that different after all.

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retiredcoupleNearing Retirement? Time to Get Focused

The transition to retirement can seem overwhelming if you’re not prepared. These points may help you focus your plan.

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fileWhat are some tips for organizing financial records?

Organizing your financial records is a cyclical process rather than a one-time event. You’ll need to set up a system that helps you organize incoming documents and maintain existing files so that you can easily find what you need.

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filearchieveHow long should I keep financial records?

There’s a fine line between keeping financial records for a reasonable period of time and becoming a pack rat. A general rule of thumb is to keep financial records only as long as necessary. It’s ultimately up to you to determine which records you should keep on hand and for how long, but here’s a suggested timetable for some common documents.

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