Are You Preparing To Retire?

Or, have you found a new job? Either way, if you are leaving your current job, it is time to think about what you are going to do with that 401(k) or other retirement saving account from your former employer!

Rollover? Transfer? Take a Lump Sum Payment?

The rules, if you know them, are not hard to implement. However, one mistake could take a HUGE bite out of your retirement in the form of taxes, penalties and fees.

For information on how to handle this transaction, without creating a tax nightmare contact me at 602-242-9811 or rmaresco@letsplan.com.