A retirement rollover allows you to move funds from one retirement account to another—typically from an employer-sponsored plan like a 401(k) or 403(b) to an IRA or a new employer’s plan. The goal? To maintain tax advantages, avoid penalties, and keep your retirement savings growing.
When you leave your employer, you typically have four choices for your retirement plan:
Lump-sum distributions can trigger significant taxes and penalties. Rollovers help preserve your savings and defer taxes.
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Direct rollovers are generally safer and simpler.
Whether you're changing jobs, retiring, or consolidating accounts, a rollover can be a smart move. Preserve your tax advantages, avoid penalties, and keep your retirement on track.
Explore your options. Contact an Advisor. Make your move with confidence
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