401(k) Rollovers

Shedding some light on your options.

We’ll review the do’s and dont’s of what to do with your old 401(k) and explain whether rolling it into your own personal IRA is right for you.

What is a rollover?

A rollover is the process of moving your retirement savings from your retirement plan at work (401(k), profit-sharing plan, etc.) into an Individual Retirement Account (IRA). Rolling over to an IRA allows you to keep your savings tax-deferred and typically gives you a broader choice of investments.

Please keep in mind that rolling over assets to an IRA is just one of multiple options for your retirement plan.  Each option is different and may have distinct advantages and disadvantages.

Is it right for me?

There are only a few decisions which might more greatly affect your retirement than rolling over a retirement plan. Knowing the best option for your Rollover from an Employer sponsored plan is dependent on a few variables and your unique circumstance. We collect the facts about your plan and its options then analyze what course of action is in your best interest.

How is my rollover invested?

All retirement plan rollover’s qualify for Vision’s Advisory services. You can learn more about those services by clicking the button below.

Contact us to learn more.