401(k) and IRA Rollovers
When you change jobs or retire, there are four things you can do with the money in your employer-sponsored retirement plan:

  • Leave the money where it is
  • Take the cash (and pay income taxes and perhaps a 10% federal penalty tax if you are younger than age 59½ )
  • Transfer the money to another employer plan (if the plan allows)
  • Roll the money over into an IRA

Rolling over from one qualified plan to another qualified plan allows your money to continue growing tax-deferred until you receive distributions in retirement. We can help you determine if a rollover is the right move for you, and we can help find the best vehicle to help conserve and grow your rollover assets.  To learn more, call us at (214) 234-8414 or e-mail us at tony@tonycoccarelli.com.

Your financial professional is not permitted to offer, and no statement contained herein, shall constitute tax, legal, or accounting advice. You should consult your own legal or tax professional on any such matter. 



Free Consultation
For over twenty years, Tony Coccarelli has created, implemented and monitored financial plans and portfolios for his clients. We invite you to join him for a no-obligation consultation.
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