IRA & 401(k) Rollovers

If you’re ready to retire or recently have decided to change jobs, you probably are asking yourself whether you should leave your money where it is, transfer it to another plan, roll it into an IRA or simply take the cash if your tax consequences aren’t overly detrimental.

We will help you optimize your retirement accounts, determining whether a rollover or new plan makes sense for your financial situation and discussing tax-efficient strategies that could apply to the present and future.

All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.  Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.


Take the First Step Today

It’s never too early — or too late — to take control of your financial future, so you can enjoy life on your terms. Get started today by scheduling a meeting or registering for an upcoming event.

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