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Retirement Planning in the Inland Empire: Learn More about Rollovers

When you change jobs or retire, you can usually do one of four things with an employer-sponsored retirement plan: leave the money there, take the cash while paying any taxes owed for early withdrawal, transfer the money to a different employer plan as applicable, or roll the money over to an IRA. If you live in the Inland Empire or Orange County and you don’t know what direction to take your retirement planning, call Safe & Secure Retirement. Mark Billes, our fiduciary and financial advisor, will help you find out how to best navigate managing your IRA and 401(k) rollovers.

As a result of COVID-19 and millions of people being out of work, you may be wondering if you should rollover your 401(k) into an IRA. While you do have many options on how to use your 401(k), including rollovers, you could incur unexpected taxation and penalties if you do not have the right guidance. 

Safe & Secure Retirement understands that there are different rules about the accessibility of different investment options. Based on your individual circumstances, our fiduciary can guide you through 401(k) management so you can move towards the best option for your situation. We also help you manage any IRAs you may have with the same level of care. We can show you how and when to rollover, among other investment options.

Work with an RICP: Try Our Orange County Retirement Planning Services

If you are worried about how to best manage an IRA or a 401(k), the retirement planning services of Safe & Secure Retirement are perfect for you. Our Retirement Income Certified Professional (RICP), Mark Billes, and his team take the time and have the expertise to make sure your retirement portfolio matches your goals. We have been helping people establish stable portfolios with solid growth potential since 2005. We bring that same expert care to helping you handle a retirement account rollover.

You should not make any financial decisions until you have the information you need. Safe & Secure Retirement can help you with any questions or concerns about your current retirement strategy. For help with your IRAs and 401(k)s, contact our team today.

Advisory services are offered through Retirement Investment Advisors, a Registered InvestmentAdvisor in the State of California, Retirement Investment Advisors, a SEC Registered InvestmentAdvisor. Retirement Investment Advisors and Safe and Secure Retirement Insurance Services are notaffiliated with or endorsed by the Social Security Administration or any other government agency.Insurance products and services are offered through Safe and Secure Retirement Insurance Servicesan affiliated company.

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