Steve Merrell |
Q: I am getting close to retirement and I am thinking about what to do with my balance in my company’s 401k plan. Some people tell me to roll it into an IRA when I retire
Steve Merrell |
A recent story in the Sacramento Bee reminded me of the importance of the “small and simple” things when it comes to estate planning. The Bee reported that California’s unclaimed property fund now exceeds $10 billion and that it grew last fiscal year by nearly $1 billion