401K Rollover

Roth Conversions

Rolling your 401K into a traditional IRA and then converting it to a Roth IRA can have several advantages. Roth IRAs grow tax-free, forever, and are not subject to Required Minimum Distribution (RMD) rules. Any money withdrawn from a Roth IRA is also tax-free. To find out if this option may make sense for you, contact us today.

Wider Variety Of Investment Options

Unlike a 401K where participants are limited to investment options picked by the company sponsor, your investment options for a traditional are nearly endless.

You Can Contribute To Both Your 401K And IRA

Even though you have a 401K with a current employer, you may still be eligible to contribute to a Roth IRA or Traditional IRA, increasing your retirement savings.