401k Rollovers

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401k Rollovers

Rolling over your 401(k) helps enable you to gain maximum control over your retirement funds.

If you have a 401(k) retirement savings plan, you have accumulated tax deferred savings for retirement. In most cases you will probably want to roll over your 401(k) into an IRA or a Roth IRA. Your employer may even require you to do this when you retire. Rolling over your 401(k) helps enable you to gain maximum control over your retirement funds.

The professionals at Visionary Financial Group can explain the process and the benefits of a 401(k) rollover and advise you about your options.

401(k) Rollover: Your choices; Your options

There are many options to choose from when thinking about how to invest your 401(k) savings. You should consider your overall retirement strategy, how you will maintain tax efficiency, how best to grow and protect your assets, and what type of investment products will best meet your needs in the future. Depending on your goals, you may want to consider an IRA product that enables you to invest in annuities, bonds, mutual funds, money market accounts or something else. There are rollover options that combine features of these products such as retirement packages with insurance guarantees, periodic drawdowns, etc.

*Guarantees are contingent on the claims paying ability of the issuing insurance company.

Thinking about a 401k rollover? Call Shelly Dodge at 972/539-0002 today to schedule a complimentary consultation to review your financial goals and discuss your various retirement options.

Rolling over an employer sponsored plan into an IRA is not suitable for everyone. Tax implications, additional fees, and loan options may indicate an employer sponsored plan is more appropriate for some investors. Please consider all available options prior to making a decision.

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Investment products and services available only to residents of:  TX (Texas), AR (Arkansas), OK (Oklahoma), LA (Louisiana), CA (California), FL (Florida).

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Neither NEXT Financial Group, Inc. nor its representatives offer tax or legal advice.