In today's volatile
investment market place it is more important
than ever to TAKE CONTROL of your 401k and
retirement assets. Consider the following:
- Your employer controls the investment options
available to you while your money is in the
plan.
- If your employer decides to change
administrators or investment vendors your
account may be frozen for a period of time
- Your 401(k) may not allow for income
management through periodic distributions
- Taking income prior to age 59 1/2 without
penalty may not be available
The new tax laws make taking control of your
retirement assets more important and easier than
ever !
Individual Retirement Account
(IRA) Rollovers
- Under
the new tax laws you may now
rollover 401(k) and other
"qualified" retirement plan
assets to "traditional" IRA
accounts without worrying about
the separation of rollover and
traditional plan assets
- You may take an income before
age 59 1/2 without the 10%
premature distribution penalty
by taking advantage of Section
72t of the internal revenue code
- You must be cautious when
requesting employer plan
rollovers to avoid the mandatory
20% income tax withholding
- You now have complete control
of the choice of investment
vehicles
Strategic Benefit Consultants
are the "Retirement Planning"
Specialists. Contact us for a NO
COST personal consultation!
