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

What’s your current retirement plan?

Due to changes in the laws governing retirement accounts, you may be eligible to rollover some or all of your 401 ( k ) now, while your still working and prior to your retirement. This will give you the option to protect and grow your money well in advance of needing it for your retirement.

Additionally, some payout options now offer joint spousal payouts from your retirement account, even though it cannot be jointly owned. These payouts may also be increased to cover the cost of Long-Term Care.

Whether you are already retired, retiring soon or not retiring for a while, make sure you explore all of your options.