Hurricane Harvey, September Due Dates, and Other September just rolled in and reminded me I need to catch up on summer, so yesterday I played hooky and took my nephews out to Green Bluff to get some peaches and donuts. I Love spending time with those...

When an investor separates from employment, he or she typically gains more flexibility over their assets held in the former employer’s company-sponsored retirement plan. For instance, the investor can withdraw the funds (cash out) or, if allowed, keep those assets in the plan. Alternatively, investors...