Some retirement plans allow you to remain invested after you retire. Others require that you either take a distribution of your retirement plan savings or find another home for them, such as in an Individual Retirement Account. What to do is a big decision, and it makes sense to get some help. Misunderstanding can lead to unnecessary taxes, penalties and additional costs.
We can help.
It may make sense for you to remain in your current plan, assuming that’s an option. Alternatively, you may want the financial planning and investment management that a firm like ours can provide.
We’ll help you weigh your options, and we’ll provide guidance that best serves your interests.
Barry Dunaway, CFA®
America First Investment Advisors, LLC
This post expresses the views of the author as of the date of publication. America First Investment Advisors has no obligation to update the information in it. Be aware that past performance is no indication of future performance, and that wherever there is the potential for profit there is also the possibility of loss.