We can help you determine if a rollover is the right move for you, and we can help find the best vehicle to help conserve and grow your rollover assets.
← Back to Services
IRA & 401(k) Rollovers
When you change jobs or retire, there are four things you can generally do with the assets in any employer-sponsored retirement plan:
- Leave the money where it is
- Take the cash (and pay income taxes and perhaps a 10 percent additional federal tax if you are younger than age 59½)
- Transfer the money to another employer plan (if the new plan allows)
- Roll the money over into an IRA
Rolling over from one qualified plan to another qualified plan allows your money to continue growing tax-deferred until you receive distributions in retirement. We can help you determine if a rollover is the right move for you.
If you decide to cash out of an IRA, we can help you find suitable vehicles to help you reach your retirement income goals.
Strategies for Financial Independence
Contact us at [email protected] or call us at 949.595.4409 (toll free: 877.707.4409) to schedule a time to discuss your financial situation and the potential role of insurance in your financial strategy.
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below
At Asset Retention Insurance Services, we can offer you the following products and services:
(Click the images below to learn more about each service)
We can also refer you to professionals who provide the following services:
