401K's & 401K Rollovers

A 401(k) plan allows a worker to save for retirement while deferring income taxes on the saved money and earnings until withdrawal. The employee elects to have a portion of his or her wage paid directly, or "deferred", into his or her 401(k) account. In participant-directed plans (the most common option), the employee can select from a number of investment options, usually an assortment of mutual funds that emphasize stocks, bonds, money market investments, or some mix of the above. The employee can generally re-allocate money among these investment choices at any time. In the less common trustee-directed 401(k) plans, the employer appoints trustees who decide how the plan's assets will be invested.

Our experts can create your own custom 401k or we can roll over your current 401k into your own portfolio. Call today and take control of your retirement account. We have many options available to accommodate this. Why let a company dictate to you what choices you have??

Call us today or fill out our form and we can advise you how to get started!