Whether you are changing employers or reaching retirement, deciding what to do with your company retirement plan is an important decision with more options than you may expect—six to be exact. Without proper expertise to navigate this landscape, you may not realize the tax savings opportunities you have available, or worse, be in danger of making costly mistakes.
To help understand the options available to you, download “6 Options for Distribution from a Company Plan.”
Have more questions about rollovers or retirement planning? This is an area that I train extensively with Ed Slott’s Elite IRA Advisor GroupSM to provide the best choices to fit your needs. Contact our office at (877) 714-2362 to schedule a time for a visit.
Walter F. Pardo CWS®, PPC™
An Ed Slott Master Elite IRA Advisor
22 Church Street | P.O. Box 60 | Liberty Corner, NJ | 07938
Phone (877) 714-2362 | Fax 1 + (908) 325.0008