IRA Rollovers

What will you do with your retirement plan when you leave a job, change jobs, or retire?

What you do with your retirement plan when you leave a job can have a significant impact on your future financial security.

With the increase in employer-sponsored retirement programs such as 401(k) plans, many people have accumulated considerable balances by the time they leave the company. As a matter of fact, a 401(k) or similar retirement plan is often an individual`s single-largest financial asset.

There are three options for your retirement plan distribution.

The law provides three basic options for your retirement plan money when you leave a job:

  • Take a lump sum distribution
  • Leave funds in an employer`s plan
  • Rollover your funds into an IRA

Knowledge is power.Call or email us today to review your options for a secure financial future.