For your financial confidence

401(k) Rollover Plan

What should you do with your 401(k) after switching or leaving a job? Should you cash out? Move the money into your new employer’s retirement plan? Rollover into a new or existing Traditional or Roth IRA? Your Resource Center advisor in Branson or Springfield, MO will help you sort through all of your retirement investment options for making the most of what you’ve earned. 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. If you choose to cash out your 401(k), we’ll help you understand the 401(k) withdrawal requirements to potentially avoid any unnecessary tax penalties.

You Have Options

  • Cashing Out Your 401(k)

    This is a simple option, but, when cashing out a 401(k), you may have to pay a large sum in penalty fees and taxes.

  • Transferring Your 401(k) into Your New Employer's Plan

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

  • 401(k) Rollover to IRA

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

Have more questions?

Hear From The Experts

What to Do When You Inherit a 401(k)

If you’ve recently inherited someone else’s 401(k) or other retirement plan, you may be wondering what your next steps should be.  Do you have to take withdrawals or could you just leave the [...]

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