What is our Three-part philosophy?
Cash it out
Decide if I should leave it at my former employer?
Decide if I should transfer it to my
Roll it into an IRA
Roll it into an Annuity
Inside you will find over 15-pages, prepared by us complete with answers, from knowledgeable financial practitioners to the most asked corporate 401(K) plan retirement questions:
What are my options with an old employer's 401(k)?
Do I get a tax break for my 401(k) contributions?
Can I borrow from my 401(k)?
How much can I contribute to my 401(k)?
What if I retire before age 59-1/2?
Can I use my money before I retire?
We are a group of financial professionals who focus entirely on corporate retirement planning, the design of retirement portfolios for the transitioning corporate employee, and education through seminars in the area.
It is so easy to get started.