401(k) to a Rollover IRA

Should you move your old 401(k) to a rollover IRA?

Our local financial professionals in Rhode Island, Connecticut and Massachusetts can help you weigh the options to see what makes sense for you based on your personal financial goals.

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Roll Your 401 (k) Assets into an IRA

Many people can roll their 401(k) assets from a previous job into an Individual Retirement Account (IRA).  This gives your money the potential to grow tax deferred, like it did in your 401(k). Sometimes, an IRA gives you access to a wider variety of investment options than are typically available in an employer's plan.
 

There are many advantages to rolling over your 401(k) which may make it easier to plan and manage your investments:

  • It can be easier to maintain your target asset mix if your investments are in one place.
  • You can rollover more than one 401(k) plan from previous employers into one IRA to make it easier to manage your retirement savings.
  • If you have other investments, your local financial professional can offer you combined statements for a more complete view of your financial picture. 

The Next Step
Our local financial professionals can help you evaluate your situation and assist you in making the most of what you've saved. Call 866-691-4100 or click here to Contact Us

100+ Years of Experience
Established in 1909, Independence Financial Partners' history is a testament to our dedication to our clients. Today, our full service firm serves Southern New England from its main offices in Warwick, Rhode Island and Rocky Hill, Connecticut.

About Us
Independence Financial Partners has been helping individuals, families and businesses achieve their financial goals for over 100 years.

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935 Jefferson Blvd
Suite 2000
          Warwick, RI 02886

100 Corporate Place
Suite 210
          Rocky Hill, CT 06067