For your financial confidence

401(k) Rollover

What happens to your retirement savings if you change jobs? Should you cash out? Move the money into your new employer’s retirement plan? Rollover into a new or existing IRA? Your Resource Center advisor in Branson or Springfield, MO will help you sort through all of your investment options for making the most of what you’ve earned. We’ll also help you understand withdrawal requirements and potentially avoid unnecessary tax penalties. After a thorough assessment of your current situation, your needs, and your long-term financial goals, we’ll implement the 401k rollover plan that works best for you.

You Have Options

  • Cash Out

    This is a simple option, but you may have to pay a large sum in penalty fees and taxes.

  • Move Into New Employer's Plan

    If your new employer has a 401(k) plan, you may be able to transfer your assets.

  • 401(k) Rollover to IRA

    The Resource Center can help you rollover your 401(k) into a new or existing IRA.

Have more questions?

Hear From The Experts


Fluctuations Before Retirement

Move Options Explained

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