Let’s review the options available when you leave an employer, change jobs or retire. You may be surprised to learn how many choices you have.
If you are planning to take money from your company-sponsored retirement plan, there are important decisions you need to make – sooner than you may think. How will you preserve the retirement funds you have accumulated to provide for your future? There are several considerations that can help protect you from unnecessary or untimely income taxes. There are many factors involved and steps that must be implemented correctly in order to make the most of your rollover decision.