
And You Can Do This Without:
1. Paying an IRS penalty to move the funds to an IRA
2. Sacrificing your investment returns
3. Causing a taxable event
4. Needing to do everything yourself
There can be no assurance that an investor will make money rolling over a 401k. Account fees and charges could apply to a rollover. Investing involves risk, including the possible loss of your investment. Past performance does not guarantee future results. Please consider carefully the investment objectives, risks, transaction costs, and other expenses related to an investment prior to investing. The images provided herein are for illustrative purposes only.
Check the background of your financial professional on FINRA's BrokerCheck.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.