What to do with your 401K funds when you retire or are no longer working with the same employer? An IRA rollover is an option worth exploring.

IRA 401k Rollover

401Ks have essentially replaced pensions as the way companies offer employees a path to earn retirement income for years of service.

However, the investment opportunities offered by employers within their 401K plans are limited, giving you few options to explore other investment opportunities.

As you approach retirement and assuming control of your 401K, you might consider moving your money into an IRA 401K Rollover. This program opens up options to the entire investment marketplace and is a prudent way to maximize your retirement income opportunities. Additionally, when you work with a private money manager like SMA, you will lower the cost of investment fees and gain the added benefit of a tax planning strategy.

Interested in learning more about IRA 401K Rollovers and how they can work for you? Call our office at 724-382-1298 or complete the meeting form to the right to start a dialogue.