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Rollovers and Transfers

We're here to help you take control over any money you may have in a previous job's retirement account, or in any other place. We can help you invest it in a way that takes into account your current situation

Options and Considerations

Rolling over a retirement or 401(k) account generally occurs when you've left a job, though there are other situations where it can happen. We will work with your previous broker to determine the most tax efficient way to transfer the funds. Most situations will not create a taxable event.

We're happy to help you explore options! This is a very general overview and you should absolutely seek out more information before making a decision.

Have a Question? Want to schedule a no-obligation, no-fee consulation? Contact us here

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Before deciding whether to retain assets in a 401(k) or roll over to an IRA, be sure you understand the benefits and limitations of your available options and consider factors such as differences in investment-related expenses, plan or account fees, available investment options, distribution options, legal and creditor protections, the availability of loan provisions, tax treatment, possession of employer stock, and other concerns specific to your individual circumstances.