401(k)
Rollover
Based on the internal revenue code 401(k) the employer offers a retirement benefit to its employees. However, when you quit a job or retire from it, you have to decide what to do with the money you have saved in your 401(k). Normally, there are three options
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Leave it where it is.
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Roll it to over with the new employer.
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Roll it into an IRA (Individual Retirement Account)
We provide plans where you can roll over your previous employer's 401(k) and place it where you can take charge of your own funds and can decide how do you want to strategize your investment. One of the strategies that we offer is the Fixed Index Strategy where you will never participate in the down market and you can have a peace of mind that you will not lose your money. Recessions will not harm your investments.
Please call us to find out more details on any of the products or book your free Financial Needs Analysis session with one of our experienced agents who will help you understand your needs and will also help you to get more information so that you can make a better decision with you 401(k) rollover.