Independent investment advisors at Landaas & Company, Milwaukee, offer quick answers (and detailed links) to frequently asked questions

As our financial lives evolve, we often wonder at what point or how frequently to take certain actions toward our long-term goals. In an ongoing feature, investment advisors from Landaas & Company provide answers. Each of the responses includes links to further information.

Click here to ask your own “When Should I…?”
When Should I … expect my tax forms?
When Should I …roll over a retirement account?
When Should I …consider actively managed funds?
When Should I …consider passive index funds? 
When Should I …contribute to an IRA?
When Should I …take my required minimum distribution?
When Should I …check my accounts?
When Should I …check my beneficiaries?
When Should I …check my Social Security Statement?
When Should I …start saving for college?
When Should I …rebalance my portfolio?