Consider a 401K Rollover to IRA

Is your 401k Plan Maximizing Your Benefits?

When you leave a job, your employer-sponsored retirement plan doesn’t automatically move with you. If you’re switching employers, or have old accounts just sitting around collecting dust, now’s the time to make important decisions that can impact your financial future and well-being.

Making the right decisions, which may include a 401K Rollover to IRA, can help you protect your money’s tax-deferred growth, protect your future and stay on track to reach your retirement income goals.

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There May Be a Better 401k Plan Option

Making an irreversible mistake may lead to a surprising tax bill, additional IRS penalties and lost opportunity to grow your future wealth and achieve a stable retirement income. A 401K Rollover to IRA may be an excellent strategy for you.

49% of Americans fear running out of money during retirement. As a taxpayer and saver, you’ve earned the right to see your savings grow in the most tax-efficient manner possible. Your biggest mistake? Doing nothing at all.

Intelliplan Financial can save you from costly tax pitfalls and help you choose the retirement option that is right for you.