Keeping money tax-deferred isn’t always the best option. You can learn more about our rules of investing in our “10-Minute Retirement Guide”. However, sometimes keeping money tax-deferred can offer greater financial opportunity, especially when coupled with other tax advantaged strategies.
Money inside a 401k can have strict regulations. However, often you can “rollover” that money into other tax-deferred, and safer, options like an Indexed Annuity. This can give you a safe and competitive option for your investments without the Wall-Street fund risk.
Rolling your 401k can give you more freedom in your investment planning to do what’s right for you, instead of being locked into certain investments that only exist in your current 401k plan.
To find out if a 401k rollover is the right option for you contact us today.