The Rollover Advantage | Adviser Investments
Special Report

The Rollover Advantage

May 5, 2022

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

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