Making the correct decisions now could be the difference between being able to retire confidently and feeling the pressure to continue working well into your retirement years. Roth vs. traditional IRA, pension vs. lump sum payout, and types of investments are just some of the decisions that you will need to make.
Our firm will help customize your retirement plan to put you on the best path forward. It is never too late to set yourself up for success.
A SWEET ENDING TO A NEW BEGINNING
OLD ENOUGH TO RETIRE, YOUNG ENOUGH TO ENJOY IT
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DISCLOSURE: Before deciding whether to retain assets in a 401(k) or roll over to an IRA, be sure you understand the benefits and limitations of your available options and consider factors such as differences in investment-related expenses, plan or account fees, available investment options, distribution options, legal and creditor protections, the availability of loan provisions, tax treatment, possession of employer stock, and other concerns specific to your individual circumstances.