Blankenship Financial Planning

Excellent Financial Advice for Everyone



After scrimping and saving most of your life, you’re getting close – you’re thinking a lot about when you can retire. This can be an exciting thought, but also pretty scary. It’s around this time in your life that you start to realize:

  • you’re at the point in your life where you must get a handle on your financial situation – but where do you start?
  • floating along as you have been, without direction or guidance, has got to change – but how?
  • you really could use a second opinion on what you’re doing financially – a way to validate that you’re doing the right things
  • procrastination is no longer an option – time is running out. Retirement is just around the corner!

The Important Little Details

Along with all of the decisions you have to make, don’t forget to consider the little details. Handling even simple things like moving your retirement accounts can require attention to an enormous amount of detail.

For example, in a simple rollover of a 401(k) to an IRA, we need to consider Net Unrealized Appreciation treatment, several different kinds of 72(t) (early withdrawal) sections in the Internal Revenue Code, as well as future considerations with regard to making the new IRA stretch. Clearly there is a lot to think about, and a lot of places that you can make mistakes. This is probably one of those times that it pays off to get some assistance from a professional.

How Can I Learn More?

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Blankenship Financial Planning
116 West Illinois Street
New Berlin, IL 62670
Phone 217-488-6473
Email: jim@blankenshipfinancial.com
Or: sterling@blankenshipfinancial.com
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RSS Most recent article on Financial Ducks In A Row:

  • Should You Separate Your Rollovers From Your Contributory IRAs? March 13, 2023
    There may be a good reason to keep some of your IRA money separate from the rest. It's all about where the money came from in the first place. The post Should You Separate Your Rollovers From Your Contributory IRAs? appeared first on Getting Your Financial Ducks In A Row. Related posts: Not So Fast! […]
    jim@blankenshipfinancial.com (Jim Blankenship)
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Excellent Financial Advice for Everyone