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.
Roll Your 401 (k) Assets into an IRA
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