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  3. 401k / IRA rollovers

401k / IRA rollovers

When you are starting a new job or getting ready to retire, you'll have to make a decision about your current 401(k) retirement plan. Rolling over your old 401(k) to an IRA can help you manage your retirement savings more efficiently. From a rollover you may gain more flexibility with your investments, the freedom to select from a wider range of investments, to keep your retirement savings tax-advantage status and the ability to see your entire retirement picture in a single view. When all of your retirement savings are in one place, it's easier to manage your account and monitor your progress. You have a lot of choices, at Garretson Financial we will help you understand the benefits involved with each choice.

Our Services

  • Portfolio Investment Management
  • Social Security Retirement Income Planning
  • 401k / IRA rollovers
  • College Financial Aid Planning
  • Specializing in Women's Investment Needs

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Phone: 908-276-9140

Email: Marie@GarretsonFinancial.com

44 South 21st Street, Suite B, Kenilworth, New Jersey 07033

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Registered NJ State Board of Accountancy CE Sponsor

All Securities Offered Through The Investment Center, Inc. Bedminster, NJ Member FINRA/SIPC

Advisory Services Provided Through IC Advisory Services, Inc. - An SEC Registered Investment Advisor

John Garretson and Jamie Miller are registered representatives of The Investment Center, Inc. Garretson Financial is not affiliated with the Investment Center, Inc. or IC Advisory Services, Inc.

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