Taking Control of Your Retirement - The Rollover Advantage

Taking Control of Your Retirement – The Rollover Advantage

What should you do with your old 401(k)? You might have many retirement plan accounts if you changed jobs often. Or, if you’ve recently retired, you may not know your next steps.

You have choices—even if you like the funds in your account(s), we recommend considering whether it makes sense to roll your assets into an IRA or another plan. After all, you’ve worked hard to build the portfolio. You owe it to yourself to follow through and make choices that will help you achieve your long-term retirement goals.

This special report, available exclusively from Adviser Investments, covers the benefits and risk of rollovers, including:

  • The three choices you have with 401(k) assets
  • Tax considerations of a rollover
  • When it might be time to hire a professional advisor

Understanding when a rollover is to your advantage could make an enormous difference in your financial life —complete the form on this page to receive this free, no-obligation report now!

For more information, please call us at (800) 492-6868.

Access The Rollover Advantage