Found a new job? Have an old 401K? Considering a Rollover?
Discover the Benefits of a Rollover and other options
- You Will Get Professional Guidance
- You Will Be Presented With Options Available To You
We would like to help you determine which option works best for you!
A plan participant leaving an employer typically has four options (and may engage in a combination of these options):
- leave the money in the former employer’s plan, if permitted;
- roll over the assets to a new employer’s plan, if one is available and rollovers are permitted;1
- roll over the assets to an IRA; or
- cash out the account.2
For more information please review our brochure.
Set up an appointment either in person, over the phone or virtually. We look forward to discussing your financial goals and answering any questions regarding our services.
1Not all employer plans accept rollovers. See Government Accountability Office 13-30, “Labor and IRS Could Improve the Rollover Process for Participants” at 8 (March 2013) (“GAO Report”).
2 This option—taking a lump sum distribution that is not rolled over into another plan or an IRA— may be costly for many younger individuals. In general, tax penalties will apply if the employee is below age 59½ and the distribution will be taxed as ordinary income.
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IF YOU SEE YOURSELF IN OUR
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CLIENT DESCRIPTION,
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WE’D LIKE TO SEE
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YOU AS WELL.
