401(k), 403(b), 457, 401(a), SEP, IRA, and Other Retirement Accounts

What’s your current retirement plan?

Due to a change in the laws, you may be eligible for a rollover from your 401(k) prior to your retirement and while you’re still working. This will allow you more options to protect and safely grow your money.

Additionally, some annuities now offer joint spousal payouts from your retirement account even though it cannot be jointly owned. These payouts may also be increased for Long-Term Care.

If you are retiring soon, or already retired, and looking to do a rollover, make sure you explore all your options. We can help explain all your options, so you fully understand and can make an educated decision specific to your retirement plan.