"Many people take no care of their money till they come nearly to the end of it, and others do just the same with their time". - Johann Wolfgang von Goethe


We will occasionally post important articles, webinars, courses and information. For investment advice, please contact Scott Higgins with Rose Street Advisors. 

Understanding Traditional IRA Withdrawal Rules
Dave Ramsey Website
Traditional IRA
vs. Roth IRA
How does your 401(k) compare to the national average
Everyday Millionairs
Investing Guide

Are you leaving KCSD?

Whether you are changing jobs, quitting, or retiring, you have choices for what you do with your retirement savings. This includes:

1. Keep your money in your current plan
2. Roll over your money into an IRA with John Hancock
3. Roll over your money into another IRA.
4. Roll over your money to a new employer plan, or
5. Take a cash distribution

Whichever you choose, please contact Scott Higgins at Rose Street Advisors to make it happen.