Plan Rollovers for Individuals

Plan Rollovers For Individual Investors

 

Plan Rollovers are available to those individuals who have retired, quit, been fired, or have left a previous employer for any reason.  If that employer had a 401k, 403B, TSP, or one of many other eligible qualified retiremnt plans and you currently have a balance in that account, a Rollover may be the right choice for you.  Making the wrong decision with your previous plan balance can be very costly down the road.  It is imperative to know all of the facts before taking any action.

 

Did you know??????

  • Some companies will allow you to rollover your 401K before you leave the company
  • By doing a Rollover, you may be able to increase your investment choices by 1000's
  • We can help taylor a portfolio specifically to your needs in your IRA
  • Many benefits you could get in your IRA may not be available in your 401k
  • If done correctly, there are no tax implications of doing a Rollover

 

Call today at 804-514-9777 for a free consultation regarding your 401k Rollover