The 401(k) deserves a lot of attention as it has become a primary funding source for retirement. The traditional 401(k) allows you to contribute towards your retirement through pre-tax payroll deductions, along with a possible contribution or match from your employer. Done consistently over your working life, this could turn out to be one of your largest assets.

Sounds easy enough, right? Even so, there are some areas that need careful consideration. For instance, how much should I contribute? What investment options should I choose? What asset allocation is right for me? All are very important. We find the most questions arise at the time of a job loss, or a job change or retirement. 

  • How do I get to my money?
  • What about my 401(k) loan?
  • How do I minimize taxes?
  • How do I avoid penalties?
  • Can I move my account?
  • Should I move my account?
Mistakes with 401(k)’s are costly…and unnecessary. There is no reason to go alone. We answer these questions every day for folks facing the same scenario as you. We would be honored to assist you with your 401(k) concerns and all your financial needs.

Contact us to find out more about:
  • Rollover IRA’s
  • Individual Retirement Arrangements (IRA’s)
  • Roth IRA’s
  • Inherited IRA’s
  • Simple IRA Plans
  • SEP Plans
  • Payroll Deduction IRA’s