Explore 401k Rollovers With the Watermark Team
If you have one more 401Ks for previous jobs, rolling it into an IRA could provide you additional benefits. Contact our team to find out if it is right for you.
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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 Any money withdrawn from a Roth IRA is also tax-free.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.
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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Watermark Wealth Strategies, LLC is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice and are not Certified Public Accounting (CPA) firms.
This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 877-861-2261.
Any web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.
