Whether you are changing employers or reaching retirement, deciding what to do with your company retirement plan is an important decision with more options than you may expect—six to be exact. Without proper expertise to navigate this landscape, you may not realize the tax savings opportunities you have available, or worse, be in danger of making costly mistakes.
To help understand the options available to you, download “6 Options for Distribution from a Company Plan.”
Have more questions about rollovers or retirement planning? This is an area that I train extensively with Ed Slott’s Elite IRA Advisor GroupSM to provide the best choices to fit your needs. Contact our office at 703-466-0477.
Securities offered through Triad Advisors, LLC, Member FINRA/SIPC
Investment Advisory Services offered through AMJ Financial Wealth Management LLC
AMJ Financial Wealth Management LLC is not affiliated with Triad Advisors LLC
Ed Slott’s Elite IRA Advisor Group™ is an exclusive organization of financial advisors who are dedicated to being leaders in the IRA industry. Ed Slott’s Master Elite IRA Advisor Group™ is limited to invited advisors who have been a member for two consecutive years or longer. These members have completed training all of Ed Slott’s training modules and successfully passed the bi-annual exams based on material covered during our workshops and webcasts. Members are also required to attend at least one workshop per year. Ed Slott and Triad Advisors are not affiliated.