IRA & 401(k) Rollovers

At Barcomb Asset Management we can assist you rollover your current retirement plan taking into consideration any applicable taxes, penalties, and fees. Our experienced retirement specialists work with all retirement plans, and are able to assist with completing the rollover.

We can show you how your current portfolio can contribute to developing a retirement strategy that can continuously provide for you in retirement.

When you change jobs or retire, there are four things you can generally do with the assets in any employer-sponsored retirement plan:

  •  Leave the money where it is
  •  Take the cash (and pay income taxes and perhaps a 10 percent federal penalty tax if you are younger than age 59½)
  •  Transfer the money to another employer plan (if the new 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. If you determine to cash out of an IRA, we can help you find suitable vehicles, like annuities, to help you reach your retirement income goals.

*Guarantees are backed by the financial strength and claims-paying ability of the issuing company and may be subject to restrictions, limitations or early withdrawal fees. Annuities are not FDIC insured.

*Purchasers may experience fees and expenses, including withdrawal charges, market value adjustments, rider premiums, etc…which may affect contract values

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Request a no-obligation meeting today with Barcomb Asset Management to discuss your financial future.

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