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Rollover Strategies

Manage your retirement savings by reviewing your accounts.

Manage your retirement savings by reviewing your accounts.

There can be many potential benefits to reviewing your retirement accounts—for example, more effective management of your asset allocation, diversification, potentially lower fees, more services, and better planning.

In or nearing retirement, everyone should begin to look closely at their funds. 

If you have IRAs, 401(k)s, and pension plans at multiple firms, you may want to consider reviewing your accounts.** At Workers Investments & Planning Solutions, our financial advisors can help answer your retirement account questions and find ways to potentially:

  • Save money on annual fees
  • Create opportunities to allocate, diversify, and rebalance
  • Simplify required minimum distributions

To learn more about reviewing retirement accounts, contact us today to schedule a complimentary, no-obligation appointment.

**Before deciding whether to retain assets in an employer-sponsored plan or rollover to an IRA an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors, and legal judgments, required minimum distributions and possession of employer stock. A plan participant leaving an employer typically has four options: 

  • Leave the money in his/her former employer’s plan, if permitted
  • Roll over the assets to his/her new employer’s plan, if one is available and rollovers are permitted
  • Roll over to an IRA
  • Cash out the account value

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