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401K Rollovers from Palmetto Insurance
A 401k rollover refers to moving a 401k plan from a former or current employer into either an IRA or another qualified plan. (Most companies won’t allow you to roll out of their 401k plan while you’re still employed under them.) You’re most likely not required to consolidate your retirement accounts into an IRA, but many people choose to do so for a variety of reasons. If you contribute to several 401k plans in your lifetime, you may find yourself doing a rollover more than once.
You can rollover your 401k and choose between fixed annuities, equity indexed annuities mutual funds, individual stocks/bonds, bank CDs, money market accounts, investment real estate (if in a IRA), or a combination of all.
If you’re unsure which 401k rollover option is best for you, just ask us! It depends very much on your own personal circumstance, individual preference, and your own personal financial objectives.
