If you’re a participant in a qualified retirement plan and you’re taking a new job with a different employer, or you’re retiring but just not ready to begin to withdraw your funds, using a rollover is a great option.
Two major benefits of rolling a qualified plan into an IRA are:
There are several ways to move your retirement funds and keep the assets tax-deferred. When moving your IRA or employer-sponsored retirement plan (Qualified Plan) you have the following choices:
Strategic Senior Benefits Group specializes in efficient transfer of funds, helping to minimize taxation, conservation of principal and the creation of income streams where necessary.
If you know of a friend or family member who needs our services, please contact us and we will be happy to help them.