401(k) Rollovers

More and more folks are saving for retirement in 401(k), 403(b), and other defined contribution (DC) plans. That’s good news since money set aside today may be their main source of retirement income in the future.

There’s some bad news, too, though. Many people are confused about how to invest the savings in their plan accounts, and they’d like some help. If you’re one of them, you’ve come to the right place. My firm offers investment recommendations for allocating your savings among the investment options offered by your plan based on your investment goals and risk tolerance. Email updates suggesting investment allocation modifications as market conditions change.

We’ve got answers

Opportunities to ask questions by text, e-mail, or phone call, any time throughout the year.​ Are you nearing retirement and worried how you’re going to handle your large 401(k) balance? One great thing about a 401(k) retirement savings plan is that your assets are often portable when you leave your job or retire. But what should you do with them? A rollover to an IRA is one way to go, but you should consider your options before making a decision. There are several factors to consider based on your personal circumstances.

The stress-free solution

When you left your job did you leave your 401(k) behind? We make it easy to rollover an old workplace retirement plan such as a 401(k) to a Charles Schwab IRA professionally managed by Jarrod Adams Investing. Give us a call at 704-996-4243 or click the contact button below.

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