Should You Roll Over Your 401(k)?

posted on Monday, June 29, 2020 in Financial Tips

401K Rollover

Are you considering rolling over your 401(k)? If so, now is the time to meet with a financial professional. When changing employers, make sure you understand all your 401(k) rollover options to avoid potentially costly mistakes. Receive helpful resources and professional advice about 401(k) rollover options, rules, tax implications, and any deadlines you may need to consider. We can also walk you through the many resources and tools available online.

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Sincerely,

Matthew Vickers

Matthew Vickers
C1st Financial Advisor
Matthew.Vickers@cunamutual.com
Phone: 641.684.1114
Toll Free: 866.360.5370 Ext: 1114

Located at: Community 1st Credit Union
235 Richmond Ave. • Ottumwa, Iowa 52501

Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA.

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