401K Rollovers

When you leave an employer and transition into retirement, you have some options for your 401(k) savings.   Only by understanding your options can you make an informed choice.

Making a 401(k) rollover on your own can be a headache, and it may generate unanticipated financial consequences. You have 60 days to pull it off, and you must come up with funds that you may not immediately have on hand to complete the process. Arranging a rollover with my help could mean less stress for you and allow you to retire without a sudden, unwanted financial concern hanging over your head. 

 

Your decision about your 401(k) may turn out to be one of the major financial decisions of your life. I recognize that possibility, and that is why I provide this guide. After you read it, you will probably want to ask me about a couple of things – this option versus that option, or the income stream that your 401(k) savings could eventually provide. 

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619.640.2622

San Diego, CA

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CA LIC # 0C72164, Corp License # 0G81294
 

2333 Camino del Rio South, Suite 240

San Diego, California 92108
Phone: 619.640.2622 | Fax: 619.640.2600 


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Insurance products and services are offered through Copia Wealth Management & Insurance Services.

 

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