Retirement Plans

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success. When you change jobs or your retirement plan changes, you need to make sure your savings stay on track. 

If you have a pension plan, 401(k) or 403(b), it will be beneficial to understand and evaluate your retirement plan options if you are eligible depending on your goals. There are typically 4 options:

• Take - Take a lump-sum distribution. 
• Keep - Keep your assets in your former employer's plan, if allowed.
• Transfer - Transfer your assets into your new employer's plan if the plan accepts transfers.
• Roll - Roll over your assets into an Individual Retirement Account (IRA).

There are a multitude of regulations regarding retirement plans, and making a decision without the right information can have a significant impact on your income tax return. Because your financial situation is unique, choosing the right path for your retirement assets is a critical step in your journey. To see how we integrate retirement plan management into your broader financial strategy, explore our financial services process.