​401(k) Rollovers

​401(k) Rollovers

Making a job transition can be emotional and not a time to make hasty decisions about your money. Beware of cashing out, which often comes with high taxes and penalties which may undermine your ability to reach your long-term goals.
 
Rolling your 401(k) into an IRA gives you the possibility to:
 
  • Get more flexibility with your investments.
  • See your entire retirement picture in a single view.
  • Keep your retirement savings tax-advantaged
  • Grow your retirement savings into lifetime income 
 
Before making any decision, here are some factors to consider:
 
  • Investment options
  • Fees and expenses
  • Withdrawal requirements and potential penalties 
  • Tax consequences
  • Account services
  • Protection from creditors
 
There’s a lot of things to think about when you leave an employer, including how best to reach your financial goals. Together we can determine if a 401(k) rollover is right for you. Schedule your consultation today.
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