Are you changing employers?

 

Don't forget to rollover your 401K or Pension Plan (so YOU can control it!)

Check your life insurance too!!!

 

Variable information regarding "rolling over" 401K's, TSA's, IRA's and Pension Plans.

 

1. It must be done in a timely fashion, 60 days from the last day of employment.

2. NO income taxes will be due, if done properly.

3. YOU will control your retirement account instead of your former employer.

4. Your investment options will increase.

5. Your account can be professionally managed; you can make as many investment changes to your account as you wish with no charges.

6. You can withdraw part of the money and rollover the balance.

 

Call us for more information! 702-566-0431