Tax Free 401K Rollover
Deciding what to do with your retirement plan when you retire can often have a significant impact on your financial security. A 401-K, or similar retirement plan, is many times a person's single largest financial asset. Doing a 401-K rollover could be your bridge to your financial future during retirement. This is a big decision which can make a big difference in your retirement. There are three basic options for your retirement plan money when you retire. You can:
- Take a lump-sum distribution
- Leave your money in your employer's plan
- Move your money into a Rollover IRA
All of these options are not created equal. Take the time to make an informed decision.
Call us and request your complimentary booklet 'A retirement distribution guide'.