What is a "ROLLOVER into an IRA"?
Generally, after a person leaves the employ of a company, they are
given the option to roll their 401k, 403b, TSA, 457 plan, ESOP,
DROP, Defined Contribution plans into a Rollover IRA.
What are your OPTIONS when doing a ROLLOVER?
1. You can move/rollover, all or PART, of your 401k into one, or more IRA's.
2. You can move/rollover, all or PART, of your 401k into one, or more companies and multiple IRA's
NOTE: Most 401k plan administrators do NOT allow partial rollovers.
It's all or nothing in most cases. However, if you want to move
your retirement money into more than one place I’d be pleased
to show you a way to do it.
Click here to ask questions!
There is an almost unlimited number of possible combinations possible.
It takes the experience of a knowledgeable Financial Advisor to
know what is best in each particular scenario. Everyone is different
and so are their needs and desires!
E-MAIL me if you like and we can discuss YOUR
SPECIFIC NEEDS!
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