Qualified Plan Rollovers
Whether you are switching to a new job or making the choice to retire, this transition time can be stressful if you aren’t prepared. Fortunately, our team works with people in similar situations every day. Whether you hope to take control of an employer-sponsored plan or need help moving your money from one plan to another, we can help. Elite Retirement Strategies offers a simple approach to plan rollovers, so reach out to us now. We can help you with your qualified plan needs and questions.
What can you do with the money in your employer-sponsored retirement plan? You can:
- Leave the money where it is
- Take the money out of the account and pay the appropriate taxes
- Transfer funds elsewhere as allowed
- Rollover the money to a self-directed IRA.
Which option will work best for you? Find out by giving us a call.
Our experts closely examine your current financial situation to help you determine whether a rollover is the right move for you. Reach out to us today to schedule your appointment and discuss your options. The team at Elite Retirement Strategies looks forward to serving you and setting you up for long-term financial success.