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.

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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.