401k

In-Service Withdrawals:

Still working?  Have a 401k?  Wish you could find a stronger platform of investment options?
Wish you could find a place to provide and lock in a guaranteed income stream once you reach retirement?

What Are Your 401K Rollover Options?.

Whether you are leaving your current company, stepping up in your career with a new company or you experiencing a corporate layoff, for whatever the reason for your move, you may be wondering what to do with your old 401K. 

Call Fortitude Financial Group today and we will help guide you in rolling over your 401k to an IRA, if applicable for your situation.  This is a great decision so you have absolute control of your funds.

We will help make each client's decision in the 401k rollover process simple and easy as possible.  We will discuss with you the benefits as well as the risks of rolling over your 401k to an IRA. Some of those benefits include the following:
--Continued Tax-Deferral of your Investments
--Thousands of investment options including Mutual Funds, Variable Annuities with living and death benefit riders, and much more.

Once we determine if rolling over your 401k to an IRA is best for you, we will walk through the steps with you until the 401k has been successfully moved.  

We will:
--Contact your 401k plan Administrator with you
--Help you complete the necessary paperwork
--Create an Investment Plan for you based on your retirement goals and objectives
--If you have Company Stock in your 401k, we will also look at the special tax rules that apply to your company stock. One thing we'll examine is whether or not using Provision NUA (Net Unrealized Appreciation) may benefit you.

Our experienced investment team can guide you through the process of rolling over your 401K. 

Call today to speak with us.

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