Service Description

Owner's of 401K accounts from previous employment have four options: (1) It may be possible to leave the 401K where it is, (2) if your new employer offers a 401K plan, it can be transferred there, (3) you can cash out your account but would be assessed taxes and penalties and (4) you can roll your 401K into an IRA. No one option is the best for everyone but some options, particularly those which maintain the tax-deferred status of the account, are better than others. If rolling your 401K into an IRA is the best option, we can guide you the process—whether it's contacting administrators, helping with paperwork, discussing retirement goals, or explaining rollover options, our retirement specialists are here for you every step of the way. Book a FREE 45-minute consultation during which we evaluate which option is best for you.

Contact Details

• 1800 Preston Park Blvd, Suite 105, Plano, TX, USA

  + 14692316040

  Andy@FreshfieldInvestments.com