401k Rollovers and IRAs

For many people, an employer-provided 401k plan is a primary method for funding their retirement. Confusion sometimes arises regarding how to manage 401k funds when changing companies. In many cases, rolling the money into an individual retirement account is the best long-term strategy for preserving and growing your wealth. 

Whether you’re changing jobs or settling into retirement, we can assist you in rolling over your 401k distribution into an Individual Retirement Account (IRA) and tailor an investment plan designed to help you achieve your retirement goals. We'll also help ensure a smooth, seamless transition to avoid penalties and tax consequences.