Skip to main content area.

WE WANT TO HELP YOU SLEEP COMFORTABLY AT NIGHT WITHOUT WORRY.

401(k) & IRA Pension Rollover

Contact Us For More Information

When it comes to your IRA or 401(k) investment funds, you do have options, but to be honest, there aren’t many that won’t cost you money in the long run.

Keeping your 401(k) with your employer is often allowed, but you won’t be able to contribute any more to your investment, and you could become vulnerable to fees and/or taxes.

You could cash out, but this is simply an all-around bad idea. Cashing out your 401(k) before you retire could mean losing up to 40 percent of your investment to expensive fees and taxes.

  • This field is for validation purposes and should be left unchanged.

Rolling to an IRA

For most people, rolling over your investment fund into an IRA is often the best solution. Offering a wide variety of investment options and low administration fees, IRAs allow investors to protect their investment for both long and short-term goals. Whether you roll your employer-based 401(k) into an existing IRA or establish a new fund, you’ll ensure that your retirement funds remain yours.

Contact Kennedy Wealth Management

As specialists focused on retirement income planning, we use our many years of experience and knowledge to help ensure that your retirement income goals are achieved with the right investment strategies and sensible planning. It is our highest goal for you to reach your peak, living the retirement of your dreams, while avoiding the drastic cuts of the taxman. Find out more about IRAs, 401(k) rollovers and other investment guidelines and recommendations by scheduling your personal wealth analysis and consultation today.

Mark Kennedy, Kennedy Wealth Management LLC and Kennedy Financial & Insurance Services Inc take no responsibility for the accuracy of the content contained herein. Any tax advice implied or offered is from the personal opinions of the website authors and should be confirmed by a competent attorney or tax professional. Insurance services offered by Kennedy Financial & Insurance Services Inc, CA Insurance Lic #0B51501

© 2017 Kennedy Wealth Management - All rights reserved.