We can help you regain control of your financial future. Click HERE to book a phone meeting ASAP!

Get your portfolio risk assessment test now:

IRA & 401(k) Rollovers

We can help you determine if a rollover is the right move for you, and we can help find the best vehicle to help conserve and grow your rollover assets.

IRA & 401(k) Rollovers

When you change jobs or retire, there are four things you can generally do with the assets in any employer-sponsored retirement plan:

  • Leave the money where it is
  • Take the cash (and pay income taxes and perhaps a 10 percent additional federal tax if you are younger than age 59½)
  • Transfer the money to another employer plan (if the new plan allows)
  • Roll the money over into 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.

If you decide to cash out of an IRA, we can help you find suitable vehicles to help you reach your retirement income goals.

Strategies for Financial Independence

When you are ready, here's what to do next. There are three ways we can help you:

1. Sign up for a Federal Benefits Analysis
2. Sign up for a seminar
3. Call or email to schedule your complimentary consultation

ask-ann2

Ask Ann a Question

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

Name*

We can also refer you to professionals who provide the following services: » Trusts » Probate » Charitable Giving » Estate Planning » Tax Planning

kit-stacked

Get access to our helpful retirement kit which includes The Road to Retirement, Own Your Own Retirement, and the Retirement Playbook guides that address topics you should consider when planning your retirement.

Call Now Button