401(k) & Tax Advantaged Investments in ,

A 401(k) rollover is the process of moving savings from a 401(k) account to an individual retirement account, or IRA. When you roll over your 401(k), you put your money in an account safe from taxation and ideal for retirement savings or other investments.

Depending on what you want to do with your money, you have several ways to treat a 401(k) rollover in , . The most popular kinds of 401(k) rollovers are:

  • Traditional IRA: A traditional IRA allows you to keep your money without taxes and sometimes offers helpful investment options with lower fees.
  • Roth IRA: If you’re interested in more investment options, this is a good choice, but they will be taxed on the rolled amount because the process is considered similar to a Roth conversion.
  • Transfer your 401(k) to your new employer: Though you can you’re your 401(k) as a lump sum if you leave your position, this isn’t advisable because it drains your retirement savings. Instead, most plans with new employers will allow you to combine your previous 401(k) with the account from your new job.

Cornerstone Wealth Management will show you your options and how to select the best course your 401(k). Our expert team will sit down with you and determine which 401(k) rollover option is the best for your financial goals.

How Do I Rollover a 401(k) to an IRA?

Though this might feel impossible, don’t fear. Our highly qualified professionals will step you through the practice. We will take the time to organize a plan that suits your financial situation best. When you team up with Cornerstone Wealth Management, you won’t be left guessing.

Cornerstone Wealth Management is Here to Help

Begin preparing the future you want your family to have, talk to Cornerstone Wealth Management. Trust Cornerstone Wealth Management to be your guide.

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