IRA & 401(K) Advice

When you change jobs or retire…

There are four things you can do with the money in your employer-sponsored retirement plan:

  • Leave the money where it is
  • Take the cash (and pay income taxes and perhaps a 10% federal penalty tax if you are younger than age 59½)
  • Transfer the money to another employer plan (if plan allows)
  • 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 best tools and strategies to help conserve and grow your rollover assets.

Do you have any questions concerning this topic?

Yes please, I want to know more

*Guarantees rely on the financial strength and claims-paying ability of the issuing insurance company.

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