Woman

Rollover

Should I Rollover my old 401(k) into an IRA? If you still have an old 401(k) or other qualified retirement plan from a previous employer, chances are that you are paying more in hidden administration fees and have far fewer investment options than you would if you rolled it over into an IRA. It would also be easier to keep most of your accounts in one place to help reduce the complexity of managing your investments. We can help you set up an account, complete the paperwork and select investments that fit in with your overall plan.

Speak to a Retirement Specialist

Contact us today to set up a free initial consultation or just to learn more about what we can do for you.