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GIVE YOUR 401(K) A BOOST

Employer-matched retirement plans are a great way to grow your retirement savings year over year — and with your employer’s money! Here’s a quick look at rollovers and how you can make your employer-matched contributions work even harder for your retirement.

What Is a 401(k) Rollover?

A rollover (or conversion) is the transfer of money from your 401(k) to another account, usually a traditional IRA or Roth IRA. Moving money over into an IRA gives you access to diverse investment options and some tax benefits (which will vary based on the type of IRA you choose).
 

How to Roll Over Your 401(k)

While you can DIY your rollover, it’s best to leave this to a professional financial advisor to ensure your rollover presents the optimum benefits.

Ready to Take The Next Step?

Looking for guidance on rolling over your 401(k)? Our retirement specialists are here to help. Schedule your consultation today!

Or give us a call at (913) 322-3500

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