401k & IRA Roll-Overs
Professional guidance from an advisor can help you shape up your retirement account.
Contact me today to assist in making the right 401k and IRA Roll-Over choices.
Typically, a 401k from a previous employer may be disadvantageous to maintain due to:
- Higher Fees
- Limited Options
- Trading Restrictions
A self-directed Roll-Over IRA may be right for you if:
- The account value is over $100,000.
- You wish to maximize your growth potential.
- You wish to maximize diversification within your retirement plan.
- You wish to have a professional money manager create a suitable asset allocation, investment selection and ongoing management of your retirement accounts.