401(k) Rollover

The average number of job changes a person makes during a career is 12. As most employers offer a retirement plan to their employees, this means many people have retirement money sitting in a 401(k) or other plan (403(b), SIMPLE IRA, etc.) at a company they no longer work for. Consolidating old retirement plan funds into one Rollover IRA is a strategy that we have helped many people utilize. If done properly, this can be a tax-free transaction, and allows you to choose from an unlimited selection of investments, rather than remain stuck in an old company plan without the ability to manage your money properly.

Our experienced team of financial advisors will help you manage your money, and will complete the work necessary to retrieve your retirement money so you can be in control. Please contact us so we can begin helping you gather your old retirement plan assets and build you a new IRA.