You may consider a 401k or 403b rollover for many reasons, but most often, it is because you are about to retire, leave a company, or have already left a company. At Intelligent Investing, 401k and 403b rollovers are one of our specialties. We give you the tools, support, and guidance you need to optimize your portfolio for return and risk purposes.
Rollover Options
The four main 401(k) or 403(b) options to consider are as follows:
- Leave it as is.
- Cash out.
- Roll it into a new plan.
- Roll it into an IRA.
Each of these options has advantages and disadvantages, and we can help you determine the best solution for your unique situation. We will help you understand all your employer options to ensure you make wise and informed decisions. In addition, you’ll get an array of portfolio planning tools, research and education, so we can design a portfolio that aligns with your retirement goals.
If you’ve got a 401k or 403b you’d like to consider rolling over, fill out the information below, and we’ll get back to you promptly.
