401K and IRA Education

Did you know that when you leave a job you don’t have to leave behind an employer-sponsored 401K plan?

You have options for that money. A rollover to an IRA is one of those options. It allows you to continue delaying taxes as it accumulates interest and avoids an early-withdrawal penalty.

Don’t know where to start? We’ll guide you through the process, analyze trade-offs, avoid surprises, and answer your questions. In addition to rolling over your 401(k) to an IRA, there are other options. These options include leaving the money in your former employer's plan, rolling over the assets to your new employer's plan,or cashing out the account. For additional information and what is suitable for your particular situation, please consult us.