 |
|
 |
 |
| copyright @ The Legend Group 2008 |
|
|
| |
 |
(800)417-9099 x 159 |
|
 |
|
|
 |
|
401(k) Rollover
An individual’s 401(k) is often times one of their largest investment accounts. With today’s job market, the workforce often seems more transient, which may result in many “old“ 401(k) accounts remaining in the employer’s plan. An IRA rollover may be suitable for you if you are changing jobs, experiencing and job loss, retiring soon or already enjoying retirement. You can consolidate your assets from several plans in a single Rollover IRA. If you choose this option, we can work together to contact each of the plans and request to make a direct rollover into your IRA. The plan sponsors will send you the paperwork to authorize the change. When you consolidate several plans into a single IRA, you can take control of your total portfolio, making it easier to manage and monitor your assets. Consolidation can also simplify your recordkeeping, tax reporting and calculation of minimum distributions when the time comes. This option may not be appropriate for everyone depending on his or her situation. Always check with your tax advisor before initiating such a change.
Contact me to discuss. |
|
|
 |
| Investment Video
|
| Investing with Intelligence
- Legend Advisory Corporation’s investment advisory team employs cutting-edge artificial intelligence technology. Click here to learn more.
|
|
|
|
|
 |
|
|
|
|
|
|
|
|
