Retirement? Roll your 401(K) into a IRA
Want to make sure your covered during retirement? Unsure of where to start? Look no further and get information today about how you can roll your 401(k) into an IRA to help make sure you’re covered.
Why roll over to an IRA?
Rolling over to an IRA allows you to move funds from your 401(k) into an IRA. When you roll over your old retirement account into an IRA, you can maintain the tax-deferred status of your retirement assets without paying current taxes or early withdrawal penalties at the time of transfer.
What are the benefits of rolling over to an IRA?
Pay No Annual Fees
There is an option that when you open an account there is no fee to open or for maintaince on the account, regardless of the balance or how often you trade your funds. Other fees such as account fees, fund expenses, and brokerage commissions may apply.
Wide Range of Investments
There are many different investments that we could offer such as stocks, bonds, CDs, and/or mutual funds that may meet your planning goals when it comes to your retirement.
Learn More with Us
There are different kind of IRA accounts such as a traditional account or a ROTH account. Give us a call to find out which option is best for you.
Get in-touch
Reach out to I&E Insurance Agency for a custom insurance quote tailored to your needs. You can reach us at 732-295-5584 or at ineagency@gmail.com. Give us a call or send us an email today!