Should you rollover your 401K? 

It depends. If you plan to work beyond age 72, then you won't be subject to RMDs if the account remains in a 401K. If you plan to retire before then, it is likely you will have more independence and available solutions if you roll your 401K to an IRA.

Do you have more than one 401K account?

Economies of scale. We often tell our relationships that we will graduate to more sophisticated platforms as their account grows. There in lies the power in consolidation.

planning to convert

When it comes to retirement income planning you will be forced to take social security and RMDs (Required Minimum Distributions) at some time regardless if you want or need that income. Work with us to avoid getting trapped into paying excess tax on forced income.