Do you have old retirement accounts from a previous employer?
Are you unsure of what to do next?
You have options!
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Cash it out- You will pay taxes on any withdraws and may be subject to a 10% penalty!
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Leave it with the old employer- These often will not be utilized to their fullest potential and will be subject to their fees
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Transfer to a new employer
OR
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Moving it to an IRA (Individual Retirement Account) You will have full control!
IRA's allow you to have access and control
By rolling an old 401k into an IRA you give yourself more options:
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More investment options
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Control over WHAT your money does
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You can lower your fees AND costs
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Access if emergencies come up
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Estate Planning advantages
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And MORE!
Our specialty is to help you take advantage of an old account and build wealth.
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We provide an in-depth look with you into your accounts. We offer this for FREE so that you can make the best decision for you.
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Detailed road map for your money
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Provide any cost/fee decreases
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Allow you full control of your assets
BUT ALL SITUATIONS ARE DIFFERENT
We will do a FREE analysis of your current investments accounts.
If you are doing well, we will tell you that!
If we have suggestions, they could include…
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Lowering your fees
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Protecting your assets
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Tax planning for retirement
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Creating an estate plan
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Making sure you are properly protected