Employees who leave their employer can keep their 401k or 403b there or move it to an IRA. If they decide to move it, I build their IRA portfolio. I also build portfolios for clients saving for retirement. there or move it to an IRA. If they decide to move it, I build their IRA portfolio. I also build portfolios for clients saving for retirement.
I advise on any possible rollovers from your employer’s retirement plan including plans in which you own company stock. I then design strategies for income planning during retirement.
Businesses and Nonprofits – I provide investment advice or education to the individuals in your retirement plan. I can also monitor investment options and provide fee information.
This past December, after a 7% year-over-year inflation increase, Federal Reserve Chairman Jerome Powell reversed course. He declared that inflation was not transitory and laid out his plan for how the Fed would start fighting it.
I have been a professional retirement adviser for 30+ years. I specialize in building custom retirement portfolios for people who are saving their money for retirement or are already retired.
I advise on any possible rollovers from your employer’s retirement plan including plans in which you own company stock. I then design strategies for income planning during retirement.
Your 401k is one of the most significant assets you own. Deciding what to do with it when you leave your employer is a critical financial decision.
Please be sure to speak to your advisor to carefully consider the differences between a company retirement account and IRA investment. These factors include changes to the availability of funds, withdrawals, fund expenses, fees, and IRA-required minimum distributions.
Securities are offered through Cambridge Investment Research, Inc., a Broker-Dealer, member FINRA/SIPC. Investment advisory services are offered through Cambridge Investment Research Advisors, Inc., an SEC Registered Investment Adviser.
