Q: I have recently left my employer and need to roll over my 401(k) into an IRA. Can I roll it over?
Yes, rolling over your 401(k) to an IRA of your choice is an option with Mountain America. Other options include:
- Leave the money in former employer’s plan, if permitted
- Roll over the assets to new employer’s plan, if one is available and rollovers are permitted
- Roll over to an IRA
- Cash out the account value
Contact our Wealth Management team to explore these options further or any other potential options. Call the Wealth Management Team at 1-800-540-7670 or schedule an appointment with an advisor.
Visit our IRAs page to learn more about the benefits of an IRA account from Mountain America.
