IRA Rollover

Whatever the reason for withdrawing funds from your 401(k) retirement plan, it's important to know that you have choices in how to distribute and invest your money. Changing jobs and all that entails can be overwhelming. John is here to be sure that where to invest your 401(k) will be the easiest decision you'll have to make. We've provided this reference to help you begin to determine the best decision for you and your family.

Remember, it is your money, and you can decide where it goes. We can help you explore which option is best for you and your family.

1. Take it in cash--that can cause some big losses in penalties and taxes
   
2. Leave it where it is--it's easy, there can be many hidden costs. Is it right for you and your family?
   
3. Move it to a new retirement company--there are many companies to choose from. Let's make sure it’s the right company for you

Placing your 401(k) funds in a Rollover IRA is beneficial for many investors. Tax deferred savings and greater investment flexibility are ways that a rollover IRA can help your retirement savings grow.

Call John today at (916) 635-4585; he’ll be glad to walk you through your options and help you make the best decision for you and your future