We know change happens.
If you’re in the process of leaving your job and need help reviewing your work retirement plan rollover options, you have come to the right place.
There are typically four options available when leaving a job:
- Leave the money in the former plan if permitted.
- Roll over the assets to the new employers plan, if one is available and rollovers are permitted.
- Roll over to an IRA; or cash out the account value.
- We are intimately familiar with processing rollovers for 401k, 403b, 457, and 401a plans.
We won’t simply roll your hard-earned assets over: We will take you through our entire comprehensive retirement planning process.
Together, we will review your options and determine what is best for your retirement savings, regardless of whether you are retiring today or preparing for your eventual retirement years from now.
Matthew Carter, Owner
Aines, Carter & Associates will
Not waste your time
Always have a purpose for meeting.
Take your calls
Contact you to schedule periodic meetings
Listen to you
Identify your goals.
Recognize your family’s priorities
Provide you with solutions.
Hold you accountable.
Monitor your progress towards your goals.
Provide you with a straightforward financial summary.
Simplify your life.