Tax Bomb Article
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What is a 401(k) Rollover?
A 401(k) rollover allows you to move money from your 401(k) to another tax-advantaged retirement plan, such as an IRA or another 401(k). You can roll over your 401(k) at any time after you retire or change jobs, but the IRS gives you 60 days after receiving a distribution to roll it over. If you miss the deadline, your distribution will be taxed, and if you're under 59.5, you may also face a 10% penalty tax.
What are the benefits of rolling over your 401(k)?
Maximize Growth and Sidestep Early Withdrawal Fees
Unlock the power of tax-free transfers while maintaining your retirement nest egg's tax-deferred status without triggering immediate taxes or early withdrawal penalties
Sense of Security
Every year, millions of hardworking Americans unknowingly leave their 401(k)s behind when changing jobs. Don't let your retirement savings become another statistic.
Reclaim Control of Your Retirement
Unleash the Power of an IRA
Your 401(k) was chosen by your employer, but your financial future doesn't have to be. With an Individual Retirement Account (IRA), you're in charge. You can decide how your money is invested. You can benefit from greater flexibility in managing your funds
Get Informed and Be Empowered!
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“Your economic security does not lie in your job; it lies in your own power to produce, to think, to learn, to create, to adapt.
That’s true financial independence.”
Stephen Covey