401K Rollover

A 401k Rollover refers to moving a 401k plan from a former or current employer into either an IRA or another qualified plan.

An individual's 401k or employer sponsored retirement program is often times your largest investment account.  A direct rollover from you 401k to an IRA  is made tax-free and there is not tax liability.  There is no limitation on the dollar amount you can rollover from your previous employer's retirement plan.  We can assist in consolidating accounts which will improve the ability to manage investment activity.

We will advise you through the ins and outs of the 401k rollover decision making process.  As experienced advisors, we partner with you to review your current holdings and ehlp you determine whether your current investments adequately reflect your particular life situation and tolerance for risk.

We work hard to help you take possession of your 401k rollover.