401K Rollovers
401k, 403b, and other employer retirement plans are an important tool for your retirement planning. When you leave an employer you face the question of what to do with your retirement plan. Many people either take the money out and spend it, or just leave it in the plan. Neither of these are the best options.
If you spend the money, it will not be there for you at retirement. If you leave it there, you pass up one of the best opportunities the IRS allows you …
A 401k Rollover IRA Account
A 401k is limited by the investment options selected by the employer. But there is a large universe of investment options and strategies so it makes sense that you may do better with more tools in your toolbox. But you may ask …
Where can I put my IRA rollover?
There are many types of qualified 401k rollover investments, but first you need to decide on an investment strategy that is right for you. To help you think this through, we have prepared a report called the “Six Keys to Investment Success”. These keys form the foundation of how we manage money for our clients. Just fill out the contact form and we will email this to you.
Are you ready to rollover your retirement plan?
It is crucial to set up your rollover account and fill out the 401k distribution forms correctly. A mistake could subject your money to federal income tax or penalties. Only a properly executed Direct Rollover will avoid these costs.
If you would like help in opening up a well managed IRA Rollover Account and properly executing a qualified 401k rollover, please contact us. With our knowledge of the process and our skill as an investment advisor, this could be not only a sound financial decision but your easiest 401k rollover ever. |
