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401(k), IRA Rollovers, & Conversions

When it comes to your retirement accounts, your options include taking the money and cashing it out, transferring it to another plan, or rolling it over into an IRA. Our job is to help you plan and execute the best option based on what you choose, potentially allowing your money to grow tax-deferred while also providing you with more customizable investment options.

Jim and his 24+ years of experience will work to guide you in your 401(k) or IRA transfers or rollovers. Jim has worked with most of the major 401(l), 403(b) and TSP providers and is familiar with their protocol so your transaction runs smoothly.

ROTH Conversions

Converting a traditional IRA to a Roth IRA can provide tax-free growth potential and tax-free withdrawals in retirement. But it’s important to make sure a Roth conversion is right for you. Many retirees convert their traditional IRA — subject to income taxes on all earnings and deductible contributions — and then discover they would have been better off if they hadn’t converted. At Retire Ready Financial, our professionals walk you through it to make sure a Roth conversion is right for you.

IRA & 401(k) Rollovers in Pennsylvania

To talk to one of our licensed advisors about 401(k) & IRA rollovers, fill out the form below and someone will reach out to you.

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