If you have retirement savings with a former employer, we can help you explore your options. There are four main options to consider: 1) leave the money in your former employer’s plan (if permitted), 2) roll the funds into your new employer’s group retirement plan (if the plan accepts rollovers), 3) roll the money into an IRA, or 4) cash out the account. If you’re approaching retirement, we’ll work with you to review all your existing retirement assets and help you develop a comprehensive retirement income plan, considering your available options, tax implications, and whether rollovers could help you retain more spendable income in retirement. If you’re age 59½ or older, some 401(k) plans allow for what’s known as “in-service distributions”—giving you the opportunity to roll over a portion of your funds into another account while you’re still working, if it aligns with your overall strategy.
401k Rollover IRA in Lexington
401(k) & IRA Rollovers Explore Your Options
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