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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. The options available to you are:

  • Leave your 401(k) with your former employer (if permitted)
  • Roll over the assets to a new employer's plan (if one is available that permits rollovers)
  • Roll over the assets to an IRA account 
  • Cash out your account value (this option may have tax implications depending on your age)

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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