For many Americans, 401(k) plans play an integral part in their retirement strategies. They are among the most popular employer-sponsored retirement plans in the U.S. After you have established a 401(k) that best meets your requirements and goals, it is helpful to have an understanding of how to manage it, especially when you are wanting to perform a 401(k) rollover.
Contact Us Today For More InformationOne of the more common 401(k) rollovers are those from Generation X between the ages of 40 and 50 years old who are leaving one job for another endeavor. When you change jobs, it is important to decide what to do with your old 401(k) plan.
Implementing effective rollover strategies
Knowing if and when you should make a rollover
Avoiding common rollover mistakes
Making sure you are not subject to penalites when you rollover funds
Contact us today to learn how we can help you smoothly transition from your old 401(k) plan to a new one.
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Legacy Investment Services, LLC is a California Registered Investment Advisor. Insurance products and services are offered through Legacy Financial & Insurance Services, LLC. CA Insurance License number: 0D36220. Legacy Investment Services LLC, and Legacy Financial & Insurance Services LLC are not affiliated with or endorsed by the Social Security Administration or any government agency. This content is for informational purposes only and should not be used to make any financial decisions. Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.