401k Rollover...
Life Happens
Life changes can sometimes leave us with a lot of uncertainty. And when
money is involved, for instance, with a change in employment, we can be
pressured into making financial decisions quickly. Making the right
decision about your retirement dollars is one of the most important choices
you make.
- What are my choices?
- Is my principal protected?
- Can I reallocate my money to fit my retirement needs?
- What would happen to my money in case of a untimely death?
Where do I go from here?
If you have had a change in employment, or recently retired, you are probably wondering what to do with your retirement plan. If done
properly, rolling over your retirement money is a non-taxable event and no fees are involved. Rolling your plan is easy, but it is important
to know your choices:
- Cash out your plan
- Leave in former employer's plan
- Roll to new employer's plan
- Roll into a self-directed IRA
Helping you accomplish your personal and retirement goals
Our HBW Agency is here to assist you in accomplishing your personal and retirement goals. Our role is to professionally assist you
regarding your choices, allowing you to make a more informed decision.
Retirement planning can help you leave your family not just with
memories... but with a lasting legacy.
START YOUR "401K ROLLOVER ANALYSIS" BY CONTACTING US TODAY
Although this agency is a part of the Stankiewicz Agency marketing system, it is a separate and independent agency. If
you are interested in starting your own agency with us, contact us at 330-697-2800.
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Last Updated on Monday, 11 August 2008 13:29
