401k Rollover Assistance

When you change jobs or retire, there are four things you can do with the money in your employer-sponsored retirement plan. First, you can leave the money where it is. Second, you can take the cash (and pay income taxes and perhaps a 10% federal penalty tax if you are younger than age 59½ ). Third, you can transfer the money to another employer plan (if plan allows). Lastly, you can roll the money over to an IRA.

Rolling over from one qualified plan to another qualified plan allows your money to continue growing tax deferred until you receive distributions in retirement. We can help you determine if a rollover is the right move for you, and the vehicle to help conserve and grow your rollover assets.

401k Rollover Assistance Details:

  • Ensure you understand all your options when it comes to your old 401(k) plans
  • Let our team assist you with the right rollover paperwork
  • Explore new and improved investment choices that are available to you
  • Avoid making mistakes and rolling over your 401(k) when you really shouldn’t

Take a look at your current portfolio. Do you have old accounts from a previous employer? If you do, consider meeting with us for a 401(k) rollover review. We can help ensure you’re maximizing your returns and getting the most out of your investment future.

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