Table of Contents chevron_rightWhy Rolling Can Be a Good Choice chevron_rightIs a Rollover the Right Move? chevron_rightProfessional Rollover Advice Home Guides & Resources chevron_right Retirement Special Report The Rollover Advantage May 5, 2022 Table of Contents Why Rolling Can Be a Good Choice Is a Rollover the Right Move? Professional Rollover Advice Congratulations! You’re retiring or have landed a new job. And that company-sponsored account you’ve been regularly adding to over the years has grown large enough that it’s become one of your primary retirement assets. You can now make one simple move that will benefit you for the rest of your life. Because you are moving on, you are no longer limited to the investment choices offered by your last employer. And even if you like the funds available in your 401(k) or 403(b) retirement account, you may also want to consider other options. With a rollover IRA, you have the freedom to choose among a much wider range of investments. If you’ve got an old 401(k) collecting dust or have recently retired or changed jobs, you may want to consider rolling those retirement account assets into an IRA. While you may like the funds available in your 401(k), those accounts do have some limitations that should factor into your decision-making with that money you’ve worked so hard to accrue. In this special report, available exclusively from Adviser Investments, you’ll find out the benefits and drawbacks of doing a rollover, including: The three choices you have with 401(k) assets Tax considerations surrounding a rollover When it might be time to hire a professional adviser Why Rolling Can Be a Good Choice A 401(k) or 403(b) is a very good investment while you’re working, but it has some important limitations. These accounts typically restrict you to the handful of investments, usually mutual funds, offered in your plan, and Unlock Access to the Full Article
Home Guides & Resources chevron_right Retirement Special Report The Rollover Advantage May 5, 2022 Table of Contents Why Rolling Can Be a Good Choice Is a Rollover the Right Move? Professional Rollover Advice Congratulations! You’re retiring or have landed a new job. And that company-sponsored account you’ve been regularly adding to over the years has grown large enough that it’s become one of your primary retirement assets. You can now make one simple move that will benefit you for the rest of your life. Because you are moving on, you are no longer limited to the investment choices offered by your last employer. And even if you like the funds available in your 401(k) or 403(b) retirement account, you may also want to consider other options. With a rollover IRA, you have the freedom to choose among a much wider range of investments. If you’ve got an old 401(k) collecting dust or have recently retired or changed jobs, you may want to consider rolling those retirement account assets into an IRA. While you may like the funds available in your 401(k), those accounts do have some limitations that should factor into your decision-making with that money you’ve worked so hard to accrue. In this special report, available exclusively from Adviser Investments, you’ll find out the benefits and drawbacks of doing a rollover, including: The three choices you have with 401(k) assets Tax considerations surrounding a rollover When it might be time to hire a professional adviser Why Rolling Can Be a Good Choice A 401(k) or 403(b) is a very good investment while you’re working, but it has some important limitations. These accounts typically restrict you to the handful of investments, usually mutual funds, offered in your plan, and Unlock Access to the Full Article