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IRA & 401(k) Rollovers

What’s the best way to handle old IRAs and 401(k)s?

When you change jobs or retire, there are four things you can generally do with the assets in any employer-sponsored retirement plan:

  1. Leave the money where it is
  2. Take the cash (and pay income taxes and perhaps a 10 percent additional federal tax if you are younger than age 59½)
  3. Transfer the money to another employer plan (if the new plan allows)
  4. Roll the money over into an IRA

Rolling over from one qualified plan to another qualified plan allows your money to continue growing tax-deferred until you receive distributions in retirement. We can help you determine if a rollover is the right move for you.


Please do not put off future planning

It is important to feel you have control over your future. At Robert Cooper & Associates, we offer our experience and knowledge to design a specific plan of action that helps you work toward your financial independence.

To schedule a time to discuss your financial future and the possible role of insurance or investment products in your financial strategy, contact us at robert@coopercares.com or call us at (336) 993-2012 today!

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Investment advisory services offered through AE Wealth Management, LLC (AEWM). AEWM and Robert Cooper & Associates, Inc. are not affiliated companies.

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