401k, IRA or Pension Rollovers

The smorgasbord of retirement plans [401(k), 457, 403(b), 412(i), Roth IRA, IRA, SEPP, TSA, Thrift Savings, SIMPLE, deferred compensation, annuity, profit sharing [and several others] each has its own rules and procedures as do the employers who sponsor them. It’s important that you understand the ground rules for rollovers or consolidations. The costs, risk management, accessibility, and tax efficiencies of your new rollover plan are equally important. Generally, more assets mean more complexity and the need for professional guidance. Our mission is to make your rollover plan safe, secure and tailored to your exact needs.

If you’re considering a rollover or consolidation of your retirement moneys, provide the following information and we’ll help you make the right decisions.