Compared with employer-sponsored retirement plans, a 401(k) rollover can give you a broader range on investment choices and more control over your assets. With a 401(k) rollover you may be able to reduce the administrative costs, increase the overall level of service and have greater investment direction. At Capital Management Advisors, we will work closely with you to develop an asset allocation that can help you with your financial goals.
401(k) rollovers can offer you many benefits over rolling into a new employer-sponsored plan. These include:
- Broader range of investment choices
- IRA Rollover account holders have sole control over their beneficiary designations
- Unlike most employer-sponsored plans, beneficiary distributions can be taken over time and the assets can remain invested in a tax-deferred IRA-Beneficiary Distribution Account.
If you have multiple 401(k) accounts or you’re preparing to retire contact CMA today to discuss your options for 401(k) rollovers and to see how they can benefit you!
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