Qualified Plan Rollovers

401k investments , qualified plan rollovers

Qualified Plan Rollovers in Arizona Made Easy by WFMGInc

Changing jobs and retiring are two transition times in our lives that can be stressful. You may not know what Qualified Plan Rollovers mean? Whether you can Rollover your plan from one employer to another? 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 transferring the money to another employer plan. We make a seemingly daunting task easy and are happy to help you with your qualified plan questions and needs. WFMGInc experts help you gain maximum benefits from qualified plan rollovers.

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

  • Leave the money where it is
  • Take the cash (and pay taxes, plus a 10% tax penalty if you are younger than age 59 ½)
  • Transfer the money to another employer-sponsored plan (if the plan allows)
  • Roll the money over to a self-directed IRA

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