IRA/401K Rollover

When you leave your job, your retirement income comes with you… But do you know how to make it work for you?

When you change careers, you generally have multiple options available to you regarding your retirement account. It is possible for you to leave your account in your former employer’s plan, take the cash and pay any resultant taxes or possible early withdrawal penalties, transfer the money to your new employer’s retirement plan, or roll your retirement funds into an IRA. The final option gives you the ability to shield your assets from taxes, while also allowing you to retain control of those assets. Sometimes, though, it is useful to have a helping hand guide you through the complex process of protecting your financial future.

Whether you pursue a rollover or take another option, Safe Harbor Financial Investments and our dedicated team can help you find the most suitable investment vehicles to meet your retirement goals.

Do you have more questions or interested in learning more? Contact our office or complete the request a consultation form to start a dialog.

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