Taking Control of Your Retirement - The Rollover Advantage

What should you do with that old 401(k)? Maybe you’ve changed jobs a few times and have a collection of retirement plan accounts. Or you’ve recently retired and aren’t sure about next steps. Either way, you have options—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 drawbacks of doing a rollover, including:

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

It’s never too soon to become a more informed investor. Please complete the form on this page to receive this free, no-obligation report now!

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

Download The Rollover Advantage

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