Delivering on the Promise of helping you determine the best 401(k) rollover option for your situation.

Job transitions are a common life-changing event, and many people have questions as to what to do with their retirement plan dollars. Our professionals are here to help you through this transition.  

A rollover is a tax-free transfer of assets from a retirement plan to either a traditional IRA or another employer’s retirement plan. Rollovers generally come from 401(k), 403(b), deferred compensation and other types of defined contribution plans. If a rollover is done properly and all rules are followed, there will be no taxes or penalties.

It’s important to understand all of your rollover options so you can make the best decision for you and your family. Schedule a meeting with our team to further discuss your situation and develop a plan.

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