Asset Protection/
401(k) Rollovers
Services
Asset Protection and 401(k) Rollovers
Asset Protection
In a time where the stock market seems to be exceptionally volatile because of world events, politics, and its ordinary market fluctuations, principal protection is arguably the most important service any financial professional can offer you. We examine each client’s unique portfolio carefully, educating our clients about their options and steps they can take to potentially lower risk.
401(k) Rollovers
When you either leave or retire from your current employment, you have three choices regarding what to do with your 401(k) plan:
(1) Leave it there to be managed as is;
(2) Roll it over to your new 401(k) at your new employment; or
(3) Roll it over into an IRA
Many employees may find that rolling it over into their own IRA may be beneficial since they can likely save money on fees and expenses, pick the new financial institution or custodian where it will be kept, or allow a financial professional of their choosing it to shepherd it. If you have an old 401(k) and want assistance of what to do with it, our office is here to assist you!
