Dana Point, CA
Guide to IRA Rollovers
Your retirement should be exactly what you have planned for and more. Making sure your retirement savings will be enough to fund your dreams takes some strategizing.
The Income Professionals specialize in positioning your portfolio so you don’t suffer losses and you maintain a predictable income throughout retirement. The solutions we design will significantly reduce your tax liability and solve Required Minimum Distributions (RMDs) while recovering your original IRA principal. Our advanced mathematical planning is extremely unique and very secure.
Together with our assistance, you may decide that an IRA rollover is right for you. If you do, remember that IRA’s may accept funds from a variety of sources, including qualified retirement plan, such as 401(k) and profit sharing plans; 403(b) plans; pension plans; Individual Retirement Arrangements (IRAs); 457 government plans; SIMPLE IRA plans (after two years of participation), and after-tax contributions from a company plan (some restrictions apply).
Are you ready to ROLL?
As you face both the expected and unexpected life events that come your way, you will need to make sound decisions about your retirement objectives.
A few situations you may encounter are:
- Changing jobs
- Retiring
- Receiving part of your spouse’s retirement account do to a change in marital status
- Your retirement plan is terminating
Other circumstances that may come up:
- Inheriting money as a retirement plan beneficiary
- Taking an in-service distribution
Each one of these situations requires you to make a decision regarding what to do with the assets in your retirement plan.
Here are the options you can possibly choose:
