Understand Your Rollover Choices
A job change or retirement is a good time to review your employer retirement plan. We help you compare your options in the context of your broader goals.
Compare Before You Move
A rollover is one of several choices. Consider leaving money in your former employer’s plan, moving it to a new employer plan when permitted, rolling it into an IRA, or taking a distribution. Each choice has different costs, services, investment options, and restrictions.
Build a Coordinated Plan
Review your account type, beneficiaries, investment choices, and retirement timeline. We can help you organize the questions to discuss before initiating a transfer.
Take the Next Step With Clarity
Talk with us about your goals and the plan documents you already have. Tax treatment and eligibility depend on your individual circumstances; consult your tax professional before making a decision.
Let’s Start Planning
We’ll help you understand your options and take the next step toward your retirement goals.