401K and 403B Rollovers
If you have changed jobs and still have a 401K plan at your old company, you can roll it over to an IRA. This tax-free transaction can be invested in a multitude of investment products of different asset types, including stocks, bonds, mutual funds, certificates of deposit, and real estate investment trusts.
We will sit down and discuss which product is best suited to you based on your age, risk tolerance, when you need an income stream, and what you need the proceeds for. Contact me for a no-cost appointment at szagorski@sammonsrep.com or by calling me at 508-304-9430.
