Changing jobs and retiring are two transition times in our lives that can be stressful. Fortunately, we work with people every day who are in the same situation and looking to take control of an employer-sponsored plan or just need help repositioning money from another employer plan or IRA. We make a seemingly daunting task easy and are happy to help you with your qualified plan questions and needs.

Here are four things you can do with the money in your employer sponsored retirement plan:

  1. Leave the money where it is

  2. Take the cash (and pay taxes, plus a 10% tax penalty if you are younger than age 59 ½), unless you use 72t

  3. Transfer the money to another employer-sponsored plan (if the plan allows)

  4. Roll the money over to a self-directed IRA

Let us help you determine if a rollover is the right move for you!