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IRA Rollovers

What will you do with your retirement plan
when you leave a job, change jobs, or retire?

What you do with your retirement plan when you leave a job can have a significant impact on your future financial security.

With the increase in employer-sponsored retirement programs such as 401(k) plans, many people have accumulated considerable balances by the time they leave the company.  As a matter of fact, a 401(k) or similar retirement plan is often an individual's single-largest financial asset.

There are three options for your retirement plan distribution.

The law provides three basic options for your retirement plan money when you leave a job:

  • Take a lump sum distribution
  • Leave funds in an employer's plan
  • Rollover your funds into an IRA 

Knowledge is power.
Call or email us today to review your options for a secure financial future.


A secure financial future starts
with careful planning.

For more information about the solutions we can offer please call us at
817-719-2988

or email us

to arrange a meeting to discuss your retirement planning objectives.

This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher and host are not providing legal, accounting or specific advice to your situtation.