401k/IRA Rollovers

401k Rollovers tend to be a catalyst for individuals to regain control over their savings. By rolling over Retirement Savings accumulated in a former employer's plan, individuals are able to consolidate their accounts and gain access to new investment opportunities. This allows customization of risk as well as income planning strategies. In many cases, these strategies include distributing employer stock (in-kind/NUA planning). 

There are many aspects to consider and we help clients understand and have confidence in their decision-making process. We collaborate with individuals setting a course to meet your goals.

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