Are they comfortable managing their 401(k) and any subsequent rollover to an IRA? This is always a consideration if they are faced with an option to take a payout as an annuity or rolling over a lump sum. What
Past returns can be deceptive unless you know how to interpret them. Most investment returns are stated in the form of an annual return. This is the amount an investment returns from dividends, capital appreciation, and other sources over a period. These returns can be rolling returns or an ...