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.
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 Any money withdrawn from a Roth IRA is also tax-free.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.
Unlike a 401K where participants are limited to investment options picked by the company sponsor, your investment options for a traditional are nearly endless.
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.
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