Are you thinking of retiring? Wondering what to do with the savings you have in your retirement plan at work?
Some plans allow you to remain invested after you retire. Others require that you either take a distribution of your 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.
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