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'