3418 Olsen Boulevard
Avoid Making 7 Deadly IRA Rollover Mistakes
What will you do with your 401(k) when you're looking to retire or no longer working at the same place?
What is your plan? Like all things in life your 401k needs to be managed for your lifetime goals. It is now more important than ever that you collaboratively create a plan with investments options for lifetime income**.
Optimizing your 401(k) in line with your retirement destination just makes sense. There might be better ways for you to decrease risk**, maximize income safely, and increase investment flexibility in an IRA through a 401(k) to IRA Tax-free Rollover.
Beware, in Rollovers, there are lots of paperwork issues and risks where if you check the wrong box or mail checks incorrectly, you could be penalized and taxed! Take that risk off of yourself and hire a qualified and experienced professional Wealth Manager.
Often the trip to the "Financial Advisor" is sales pitch. You need a Retirement plan and Investment Policy Statement to forecast how your investments affect your future income and score it for likeness of success. Do this just makes common sense. Further, we can potentially reduce your fees, help you decrease taxes long run, and recommend investments that fit your retirement income safety goals**.
Call today at (806) 359-7766 or email [email protected] for a friendly consultation to plan a new investment chapter in your life exploring your Lifetime Income Safety Score*.
*Plan scoring is not guaranteed. Past Performance does not guarantee future success.
**Disclaimer: In this context, safety is provided through Life Insurance and Annuity products offered by insurance companies and based on the full faith and credit of the underlying insurer and its claims paying ability. These are not FDIC insured and are not bank deposits and are not guaranteed by any government agency. Insurance and Annuities are not fiduciary products.
Some policies lose cash value over time, leaving the investor with only the income guaranteed by the Insurance Company. Review the company issued illustration and the benefit terms carefully and it’s credit ratings before investing.