IRA Rollovers

What will you do with your retirement plan
when you leave a job, change jobs, or retire?

What you do with your retirement plan when you leave a job can have a significant impact on your future financial security.

With the increase in employer-sponsored retirement programs such as 401(k) plans, many people have accumulated considerable balances by the time they leave the company.  As a matter of fact, a 401(k) or similar retirement plan is often an individual's single-largest financial asset.

There are three options for your retirement plan distribution.

The law provides three basic options for your retirement plan money when you leave a job:

  • Take a lump sum distribution
  • Leave funds in an employer's plan
  • Rollover your funds into an IRA 

Knowledge is power.

Contact us Here for a Complimentary Consultation with

Retirement Thru Design

or Call us

Phone: (800) 701-1870

Direct: (323) 702-6418

Our 24/7 Customer Service support team will be more than glad look into your needs and provide you proper instructions on how to avail of our services. Here at Retirement Thru Design we are guiding you with safe, simple solutions designed to help you meet your financial goals, not ours.