Tolen is a Principle and co-owner of Financial Decisions, Inc. and serves as the Chief Investment Officer and Chief Compliance Officer. In his current role, Tolen is responsible for overseeing the investment portfolios for individual and institutional clients and specializes in retirement planning, estate planning, and tax minimization strategies. In addition to these areas of expertise, he also oversees the firm’s compliance mandates.
From the retirement plan advisors’ perspective, this is a much-needed exemption to allow them to continue working with their clients through retirement and not just to retirement. Without this exemption, retirement plan advisors would not be able to transfer 401k assets to an IRA and continue working with their clients through their clients’ retirement years.10 November 2021
A lot of them can do the trading for you. It's a way for a personal advisor to get in touch with your 401(k) and help with your trading.10 November 2021
You might be going down a track for one thing but now you have completely different goals. Take a step back and think about what you want to accomplish. Many people have had a lot of major changes. Maybe now is the right time for a career change or moving out of state or elsewhere.9 November 2021