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The market will always have ups and downs. The difference between that being a danger or an opportunity is how well you prepare.

Protecting your potential

Rollover IRA

When it comes to planning for retirement, the way you save can be just as important as how much you save. So, I help my clients explore one of the best options available when changing jobs or entering retirement – rolling your 401(k) or 403(b) into a tax-deferred individual retirement account (IRA).

Based on your unique situation and goals, we’ll discuss all your options, consider the potential tax benefits and investment flexibility offered by a rollover IRA, and, together, make the most appropriate choice for the life you want to live and the legacy you want to leave.

In addition to rolling over your 401(k) to an IRA, there are other options. Here is a brief look at all your options. For additional information and what is suitable for your particular situation, please consult us.

  • Leave money in your former employer's plan, if permitted
  • Roll over the assets to your new employer's plan, if one is available and it is permitted.
  • Rollover to an IRA.
  • Cash out the account.