401(k) Rollover to IRA

Is your 401(k) in the right place? If you’ve changed employers, it’s a question worth asking. Our team of wealth advisors can give you answers. We can help you determine where to put your money to reach your retirement goals.

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401(k) Rollover to IRA

Is your 401(k) in the right place? If you’ve changed employers, it’s a question worth asking. Our team of wealth advisors can give you answers. We can help you determine where to put your money to reach your retirement goals.

Know and Understand Your 401(k) Options

Typically when you get a new job, you have four options for handling your old 401(k) or other employer-sponsored retirement plan. Each choice offers advantages and disadvantages, and you may engage in a combination of these options:
  1. Roll your 401(k) over to an IRA.
  2. Roll over the assets to a new employer's retirement plan, if one is available.
  3. Leave the money in the former employer's retirement plan, if permitted.
  4. Cash out the account value.
We recommend you discuss each of these alternatives for your 401(k)with one of our financial advisors. They will work with you to help you identify which option is best for your retirement goals and current financial situation.
 

What are the Benefits of Rolling a 401(k) Over to an IRA?

After discussing with our wealth management team, if you decide rolling over to an IRA is the best option for you, we're here to help. By rolling your 401(k) into an IRA at Mountain America Credit Union, you will have the following account advantages: 
  • Freedom to invest your retirement funds the way you prefer
  • Hands-on help with allocating and diversifying your assets
  • More control since you are not limited to your previous employer’s retirement plan or administration fees
Don't wait! Schedule a consultation with our wealth management team today and get your 401(k) on the right track to reaching your retirement goals. You can schedule a meeting by calling 1-800-540-7670, or schedule online by clicking the button below.

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