Have you recently changed jobs? Have you just retired? Asset rollovers may be the logical next step. SMA can help you find the ideal vehicle for your savings.
When you leave your job, your retirement income comes with you… But do you know what to do with it? You generally have several options, including leaving the money in your former employer’s plan, taking the cash and paying taxes/potential early withdrawal penalties, transferring the money to a new employer’s plan, or rolling the money over into an IRA. The last option allows you to continue shielding your assets from taxes while maintaining control of your assets, but sometimes it helps to have guidance when deciding what sort of move is right for you. Whether you pursue a rollover or take another option, SMA can help you find the most suitable investment vehicles to meet your retirement goals. Have more questions? Let’s chat about it.
Secure Money Advisors is the premier retirement planning partner in Western Pennsylvania and the Pittsburgh area. We are committed to excellence in everything we do, and we consider it a privilege to help our clients make sound decisions that will contribute toward a secure future.
Our holistic retirement planning strategy aims to reduce taxes and protect assets through a variety of means, ultimately allowing our clients to achieve their preferred lifestyle in their golden years.