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You've worked hard
Don't leave your money behinD
Have you been offered early retirement or a buyout, laid off, furloughed, pressured to resign, or fired because the pandemic affected your employer?
STAY IN CONTROL
When you leave an employer, your retirement plan doesn’t automatically move for you. You have to make a critical decision, or risk having that decision made for you in a way that’s better for your old employer and costs you money.
Your 401k plan is one of your most valuable retirement assets, and deciding where it should go next is a decision with plenty of nuances, pitfalls, and opportunities.
You've worked hard
Don't leave your money behinD
Have you been offered early retirement or a buyout, laid off, furloughed, pressured to resign, or fired because the pandemic affected your employer?
STAY IN CONTROL
When you leave an employer, your retirement plan doesn’t automatically move for you. You have to make a critical decision, or risk having that decision made for you in a way that’s better for your old employer and costs you money.
Your 401k plan is one of your most valuable retirement assets, and deciding where it should go next is a decision with plenty of nuances, pitfalls, and opportunities.
GET ANSWERS
WITH NO OBLIGATION
- What should I do with the retirement plan at
my old employer? - Do I have to move it?
- Where should I put it?
- Will I owe taxes on it if I move it?
- What kind of IRA do I need?
- How do I turn it into retirement income?
HANDLE IT THE RIGHT WAY
You protect your money's tax-deferred growth and you are in a optimal position to reach your future goals.
HANDLE IT THE WRONG WAY
You've given yourself a surprise tax bill, potential IRS penalties, or robbed yourself of potential future wealth.
CONTACT US
SCHEDULE A FREE 15-MINUTE CALL WITH A FIDUCIARY ADVISOR
WE SPECIALIZE IN 401(K) & COMPANY PLAN ROLLOVERS.
We strongly recommend that you rollover your old plan. By leaving it behind, you lose control. You won’t be able to continue making contributions to it and you’ll be stuck dealing with whatever limited service is offered to ex-employees. Or worse yet, if the company goes out of business or gets purchased, your money could be stuck in litigation for years.
Moving your old plan into an IRA gives you maximum control over your money, including advanced ways to optimize your taxes. Want help? Give our office a call or contact us below, and we’ll set up a time to talk through your options to make the smartest rollover decision.
AS SEEN AND HEARD ON
Trusted Fiduciary Advice Since 2010
Trajan Wealth advisors are fiduciaries and not dually registered brokers with a 2nd agenda to make sales. That means we put clients’ best interests first always. We’ve helped thousands of clients to protect their future and grow their investments.
A STRESS-FREE PROCESS TO PROTECT your money
We'll do the paperwork and guide you STEP BY STEP
First Step
Schedule a 15 minute call with a fiduciary advisor. We will answer any questions you have, reviewing your goals, and give you guidance on what the options are for your old 401k.
Second Step
In our follow-up meeting, we go through a detailed fact-finding process. This includes learning more about your specific financial situation so we can tailor a solution for just for you.
Third Step
Our team will review your current retirement strategy and level of market risk. Then we present you with customized options designed to protect and grow your investments.
©2020 All Rights Reserved.
*Advisory services offered through Trajan Wealth L.L.C., an SEC Registered Investment Advisor. Fiduciary advisor not dually licensed as a securities broker and not able to sell securities for a commission.