Financial Planning

When is the last time you had your financial plan reviewed?

Chances are you’ll have to roll over a retirement account at least once in your lifetime. Most likely, it will be when you leave your current employer and take your 401(k) balance with you, however, you may also be able to do an in-service distribution. This is a transaction where you can roll over a portion of funds in your plan into a self-directed IRA account while you are still employed. Only some plans allow this.

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When is the last time you had your financial plan reviewed?

It is important to have a financial plan in place to understand the benefits of doing either or not.