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    • Asset Protection >
      • Home Mortgage Protection
      • Disability Insurance
      • Final Expense Insurance
    • Business Insurance >
      • Business Insurance
      • Business Owners Package (BOP) Insurance
      • Group Benefits
      • Insurance Bonds
    • Health & Accident Protection >
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      • Pension Maximization
      • 401(k) Rollovers
    • Wealth Accumulation >
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​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.
Contact Us
(877) 288-PLAN (7526)
60 E 42nd St.
New York, NY 10165​
Click Here to Email Us

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Martin & Murray Wealth Solutions, LLC​
60 E 42nd St.
New York, NY 10165
(877) 288-PLAN (7526)
Click Here to Email Us

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DISCLAIMER: Securities and investment advisory services offered solely through Ameritas Investment Corp. (AIC). Member www.FINRA.org / www.SIPC.org. AIC is not affiliated with Martin & Murray Wealth Solutions, LLC or other entities mentioned in this website. Additional products and services may be available through registered associates of Martin & Murray Wealth Solutions, LLC that are not offered through AIC. Securities products are limited to residents of CT, NY and NJ.
​​

This is not an offer of securities in any jurisdiction/ nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. A Representative from Martin & Murray Wealth Solutions, LLC will contact you to provide requested information.

Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.