IRA & 401(k) Rollover

 

When you change jobs or retire, there are four things you can do with the money in your employer-sponsored retirement plan:

  • Leave the money where it is
  • Take the cash (and pay income taxes and perhaps a 10 percent federal penalty tax if you are younger than age 59½ )
  • Transfer the money to another employer plan (if the plan allows)
  • Roll the money over into an IRA

Rolling over from one qualified plan to another qualified plan allows your money to continue growing tax-deferred until you receive distributions in retirement. We can help you determine if a rollover is the right move for you, and we can help find the best vehicle to help conserve and grow your rollover assets.

 

Call 614-602-6506 or click on contact us today for a no obligation 3-Step Review and learn which option is right for you.

 

 

Neither Advanced Retirement Design or Global Financial Private Capital may give tax, legal, or accounting advice. Individuals should consult with a professional specializing in these areas regarding the applicability of this information to his/her situation.