Rollovers
The decision to roll over your retirement fund or IRA is a critical one. Making the wrong decision can make the difference between a successful on-time retirement and having to work several more years. Roll over just one day late and you become liable for taxes and a 10% penalty that can cause irreprable harm to your retirement funds.
Many individuals are bewildered by the number of choices they have when deciding whether to accept a lump sum or take one of several annuity options available. We can help you with this decision using objective and subjective criteria that fit your planned lifestyle. Don't make this decision alone. We can help you.
