Understanding Direct Rollovers for 401k to IRA Transfers
Summary: Learn about direct rollovers, the best way to transfer your 401k to an IRA. Discover the steps to request a direct rollover and get
IRAs
Types of Financial Advisors and the New SEC Rule
Summary: Discover the different types of financial advisors and their standards of care, including the new Regulation Best Interest standard implemented by the SEC.
Retirement Planning in Boston, MA: Consult with Tim Hayes, a Trusted Consultant!
Summary: Learn about retirement planning and financial advice in this overview of three big financial conditions and the importance of choosing the right advisor.
Inheriting an IRA | Financial Advisor Tim Hayes
Summary: Financial Advisor Tim Hayes shares his insights on the difficulties of being a financial advisor, particularly when clients pass away. However, he offers valuable
401k Rollover Advice | Financial Advisor Tim Hayes
Summary: Discover the rules and regulations governing the rollover process of your 401k to an IRA. Make an informed decision based on your needs and
What Is a Reasonable Rate of Return After Retirement
Summary: Discover the significance of a reasonable rate of return for your retirement funds and how stocks and bonds can impact your portfolio and income
Retired with a Substantial 401(k) balance? Here’s What You Need to Know About Getting the Income You Need
Summary: As a retiree with a substantial 401(k) balance, you need income, not growth. But with interest rates low, where do you go for income?
Financial Advisor for Self Employed
Summary: Discover the retirement-saving options available for self-employed individuals, including SEP and Solo 401(k) plans with higher contribution limits and tax benefits. Take control of
Contact Tim
Tim has offices in Boston and South Dartmouth, Massachusetts. He’s licensed to handle securities in 8 states: Massachusetts, Rhode Island, New Hampshire, New York, New Jersey, Connecticut, Maine, and Florida.
