Why Rollover your 401(k)into an IRA?

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Over the years, you may find that you've accumulated a number of workplace retirement accounts.  Did you know that once you reach age 59 1/2, you may be able to rollover a substantial part of your 401(k) into an IRA? Consolidating 401(k)'s, 403(b)'s, 457 deferred compensation plans and Simple IRA's with a single rollover IRA can help simplify your life and help you take better control of your financial future and investment options.

One of the main reasons for rolling over your 401k is to gain freedom to choose your investments rather than let your former or current employer decide what is right for you.  How you choose to handle your retirement assets will have a lasting impact on the size of your nest egg and ultimately on the type of retirement you can enjoy.  Any errors on the distribution or rollover could cause serious tax consequences.  Because this decision is so critical, people should seek professional advice before making this decision.

Our representatives work as a team and have on average 15 years of investment and tax experience.  We have the ability to incorporate comprehensive financial planning through our Wealth Management Solution where you can can see your entire financial picture to include accounts invested though our firm and outside accounts such as 401(k)'s, bank accounts, mortgages, credit cards and more.  Click here to view a short video on how the system works and how it may benefit your situation.  

Call 920-921-6288 Today and set up an appointment with one of our qualified advisors.  The initial consultation is free of charge to determine if we can provide the solutions that you are looking for.