401(k) Investment Management in Las Vegas, NV
A 401(k) rollover is the procedure of moving savings from a 401(k) account to an individual retirement account, or IRA. When you opt for a 401(k) to IRA rollover, the money from your account is tax deferred and perfect for retirement savings or other investments.
Depending on what you want to do with your money, there are several ways to treat a 401(k) rollover in Las Vegas, NV. The most popular ways to conduct 401(k) rollovers are:
- Traditional IRA: A traditional IRA keeps your money from taxes for savings and future investments without high fees until you decide to withdraw from it in retirement.
- Roth IRA: This account only taxes you for the money you roll over and is powered by after-tax dollars. Which means it will be tax free, even after you withdraw it as a retiree.
- Transfer your 401(k) to your new employer: Many people in Las Vegas, NV prefer to keep their 401(k) in a single account, transferring your funds is likely the ideal plan for you. This is smart if your employer’s plan is compatible with rollovers and allows low-cost investment alternatives.
Cornerstone Wealth Management will explain your options and how to choose the best course your 401(k). Our expert team spends time with you to evaluate what 401(k) rollover path is perfect for your financial goals.
How Do I Rollover a 401(k) to an IRA?
While working with your finances can feel difficult, don’t fear. With our team of specialists serving you, you’ll leave our office with a new understanding of investment management. We take care in organizing the right plan that suits your financial situation best. Cornerstone Wealth Management offers upfront, transparent advice for complicated topics like IRAs and 401(k)s.
Contact Cornerstone Wealth Management Today
If want to start preparing for a stable future down the road, call Cornerstone Wealth Management today. Trust Cornerstone Wealth Management to be your guide.