- Investment Planning
- Investment Advisory
- Asset Protection
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- Money Matters Review
- IRA & 401(k) Rollovers
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Sept. 13 & 27
Money Matters Review
When you change jobs or retire, there are four things you can do with the money in your employer-sponsored retirement plan:
- Leave the money where it is
- Take the cash (and pay income taxes and perhaps a 10% federal penalty tax if you are younger than age 59½ )
- Transfer the money to another employer plan (if the 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, and we can help find the best vehicle to help conserve and grow your rollover assets.
To schedule a time to discuss your IRA or 401(k) Rollover, contact us here or call us at (803) 547-7853 (Charlotte) or (843) 757-9400 (Hilton Head) today!