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401(k) Rollovers

You can rollover your 401(k) plan in one of two ways: either into your 401(k) plan with your current employer or into a traditional IRA. Let us help you with your 401(k) Rollover to avoid any unnecessary taxes and penalties (no charge). A 401(k) Rollover is one of the easiest and simplest things to do.

There are no fees to do a 40k Rollover.


Rollover to an IRA

  • You have investment flexibility including mutual funds, stocks and bonds.
  • You controll your investments.
  • You can simplify all you accounts in one place.

 

What’s needed for a rollover

  • A statment for your plan.
  • What your plan need to release the money.

Traditional IRA -Your contributions may be tax deductible if you need certain eligibility requirements. Your earnings can the grow tax-differd until you begin making withdraws, at which point you’d be taxed at whatever rate you’re subject to at the time (which could be higher or lower than your current rate).