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.