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Investments, Retirement Planning

Retirement Account Rollover and Transfers (IRA, 401K, TSA, etc.)

December 25, 2017 No Comments

If you’ve recently retired or changed jobs, you may be wondering what you should do with your IRA or other retirement savings account from a former job.

Take Control of Your Retirement Savings

Rolling over your retirement account is non-taxable, and there is no annual account fee.  Rolling over your retirement account will:

  • Increases your investment choices.
  • Enables you to take control of your overall retirement plan by comparing different companies.
  • Allows you to move your money out of your former employer’s retirement plan without tax consequences or other penalties.
  • Keep your retirement account invested tax-deferred.
  • Possibly, provide better estate planning benefits than your current retirement savings account has.

We offer expert rollover advice if you’re entering retirement, changing jobs, or wanting to consolidate.  Unlike many retirement plans, we are not limited by the choices of investments or financial companies we can offer.  Our Broker Dealer is Financial Network which is an ING Group company.  ING allows us to represent almost any investment company.

The investment retirement plans eligible for rollover or transfer are 401(k)s, 403(b)s, 457 plans, TSAs, Roth IRAs, IRAs, SEP Plans, and Thrift Savings Plans. 

It is crucial that experienced financial advisors expedite your rollover/transfer to avoid any unnecessary taxes. 

We can also help you reduce your minimum distribution each year and extend the deferral period of your investment by adding Stretch IRA provisions.

Stretch IRA

This is a term that describes any IRA designed to extend the tax-deferred earnings duration, usually over many generations.

It will be well worth your time to consider a rollover because you will have more control over your investment choices and you will be able to defer taxes for longer periods of time using Stretch IRA provisions.

Request your Information Now By:

The smart, easy way to protect your retirement and learn about your IRA, 401(k), etc. Rollover/Transfer choices

To receive your free 401(k)s, 403(b)s, 457 plans, TSAs, Roth IRAs, IRAs, SEP Plans, and Thrift Savings Plansrollover information and comparison please complete this simple, secure form below, and then sit back and relax.  We will shop the entire market of companies to find you the absolute best value!  No more moving from company to company in search of the best product that fits your retirement account needs because we work with all the major investment companies and have no preference to any one of them.  We’ll simply find you the best.

How do I rollover? 

Here’s how…

Your customized analysis includes:

  • We will contact your former employer and help ensure that your retirement account funds are deposited in your new account.
  • Help you carefully develop an investment strategy that suits your goals and risk tolerance.
  • Assist you with Rollover IRA paperwork and any paperwork required by your former employer.
  • A review of each of your investment’s ratings, past returns, and risk to reward analysis (Beta).
  • A thorough, side-by-side comparison of each investments pros and cons as well and full disclosure of commissions and investment expenses.
  • IRA, 401k, etc. Rollover Info and prospectus for American Funds, The Hartford, Fidelity Investments, ING Group, Franklin Templeton, etc.
Retirement Account Rollover and TransfersRetirement Account rolloversRetirement Account transfersRetirement Accounts and LTC
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ltcfree

Bryan Wallace is a trained economist and reputable finanancial consultant. He has actively contributed to 7 economic research initiatives around the world. He loves to write about financial decisions during his free time.

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THE RISK

Think about it.  “After age 65, Americans have more than a 70% chance of needing some form of long-term care.”
-American Society on Aging 5/23/2003

Plan today…enjoy tomorrow


 Go ahead and relax, you’re planning for Long Term Care and your Nest Egg is going to be safe.

 

The LTC Debate

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visioninsgroup Live In The Vision @visioninsgroup ·
12h

Medicaid interesting facts you might not know!
#Medicaid
#LongTermCare
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#CommunityBasedServices
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freelancekansas Haines Eason @freelancekansas ·
15h

Per my day job: If you are a person needing #longtermcare or are their #caregiver and #Medicaid is part of your planning, you _have_ to know your state's #clawback rules. The feds require all states have "estate recovery programs"... 😰

#ltcinsurance

https://www.npr.org/sections/health-shots/2023/03/01/1159490515/they-could-lose-the-house-to-medicaid

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attalithacumihc At Talitha Cumi Home Care, Inc. @attalithacumihc ·
17h

In most cases, in-home care and assisted living facilities are covered by long-term care insurance. With long-term care insurance, you can get full coverage for home care...

Read more: https://www.facebook.com/permalink.php?story_fbid=pfbid02KbtiujxHu3UZi9ErziwVAPu9eE6gKvpwunJ6KQk8WSgnbZJJjZsnzxR28QpLr13rl&id=100063698093780

#HialeahFL #LTCInsurance #HomeCareServices

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ltcipartners LTCI Partners @ltcipartners ·
20 Mar

If you missed our recent webinar (3/16) where we recapped the 2023 ILTCI Conference, check out the link below for the replay!
https://hubs.ly/Q01HfX290
#ltcinsurance #ltcipartners

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ltcipartners LTCI Partners @ltcipartners ·
16 Mar

4 long-term care trends emerge as pandemic recedes, regulators say | Nothing we don;t know, right? | Check out this article in InsuranceNewsNet https://hubs.ly/Q01H3XMW0 #ltcipartners #planahead #ltcinsurance

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Daily Coverage

Long-Term Care Insurance policies pay a daily amount towards home care, assisted living, or nursing home. Home care is the most common claim, with 75% of claims starting at home.

Plan Duration

Average claim: 2.9 years. Assuming you don’t have a crystal ball, you don’t know how long you’ll need Long Term Care for. The chance of needing Long Term Care is 1 in 2, but the chance of needing it for over five years is much smaller. Like any insurance, you may buy this and never use it, so finding a balance is key.

Return of Premium

Add this option and you’ll be able to leave your beneficiary the total sum of all of your premiums paid, less any claims you’ve made. If the thought of buying this and never using it bothers you, guarantee a return of funds with Return of Premium.

Home Health Care on Day 1

Coverage for care at home is available with no waiting period. This 10-15% extra option is the most popular add-on rider.

Shared Coverage

Women make longer claims than men, on average. Hedge your risk with your spouse by adding a Shared Care rider to your policy.

Inflation Protection

If you're buying this thinking of using in the future, include inflation protection.

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