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401(k) Rollover Options in Summerlin, NV

If you leave your position, the money in your 401(k) can travel with you to an individual retirement account, or IRA. When you roll over your 401(k), you put your money in an account tax-deferred and designated for savings and investments during retirement.

Depending on what you want to do with your money, you have several ways to treat a 401(k) rollover in Summerlin, NV. The most popular types of 401(k) rollovers are:

  • Traditional IRA: This allows you to hold onto your savings tax-deferred. It also offers helpful investment options with lower fees.
  • Roth IRA: This account also allows your money to grow tax-free, but is powered by after-tax dollars. This means it will be tax free, even after you withdraw it in retirement.
  • Transfer your 401(k) to your new employer: Though you are able to cash out your old 401(k) when you leave your job, we don’t always recommend this because it drains your retirement savings. Instead, many plans with new employers will let you to combine your old 401(k) with the account from your new job.

Cornerstone Wealth Management will show you more about your options and how to select the best course your 401(k). Our staff works closely and personally with our customers in Summerlin, NV to ensure they make the best choice for their finances and future.

How Do I Rollover a 401(K) to an IRA?

Rolling over your 401(k) may feel out of your expertise, don’t panic. With our team of professionals on your side, you’ll leave our office with a better knowledge of tax implications with 401(k)s and IRAs. We take care in organizing a plan that suits your financial situation best. Cornerstone Wealth Management provides upfront, helpful advice for complicated subjects like IRAs and 401(k)s.

Cornerstone Wealth Management can Help

If want to start preparing for a stable retirement down the road, connect with Cornerstone Wealth Management today. We are more than equipped to tackle any problem you may bring us.

702-878-4742


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  • Contact Us Today!

    Phone: (702) 878-4742
    Fax: (702) 878-4741
    Email: info@cornerstonevegas.com

    Henderson Location:
    1368 Paseo Verde Parkway
    Suite 100
    Henderson, NV 89012

    Summerlin Location:
    3595 S. Town Center Drive
    Suite 110
    Las Vegas, NV 89135


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