Simplify the 401(k) Rollover Process
What happens to your 401(k) if you change jobs? At The Resource Center, our local financial advisor will clarify your investment options and implement the 401(k) rollover plan that works for you.
Invest with Confidence
Which 401(k) Rollover Plan Should You Choose?
It’s your hard-earned money. But what should you do with it if you change jobs or experience other life changes? Would it make sense to cash out? Move your money to a new employer’s retirement plan? Or roll it into a new or existing IRA? Your financial advisor at The Resource Center will thoroughly assess your current situation, your needs and your financial goals. We’ll carefully explain all of your options, so you can select a customized 401(k) rollover plan that’s best for you.
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 but you may not have control.
401(k) Rollover to IRA
The Resource Center can help you rollover your 401(k) into a new or existing IRA, where you remain in control.
Roll Over from Risk to Safety
If you choose a 401(k) Rollover to IRA, our plans have several different options. These include converting your 401(k) into a pension you can’t outlive and return rates higher than the banks. You’ll have contracts which guarantee your principal and protection from losses with steady, consistent gains. Plus there are no fees and you remain in FULL control.
Contact The Resource Center today.
No obligation, just a conversation.