IRA & 401(k) Rollovers

• Leave the money where it is
• Take the cash (and pay income taxes and perhaps a 10 percent additional federal tax if you are younger than age 59½)
• Transfer the money to another employer plan (if the new plan allows)
• Roll the money over into an IRA

Rolling over from one qualified plan to another qualified plan allows your money to continue growing tax-deferred until you receive distributions in retirement. We can help you determine if a rollover is the right move for you.

If you decide to cash out of an IRA, we can help you find suitable vehicles to help you reach your retirement income goals.

To schedule a time to discuss your financial future, contact us at customerservice@starstrategies.com or call us at 330.345.5207 today!

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Your insurance professional and Registered Investment Advisor/Registered Representative is not permitted to offer, and no statement contained herein shall constitute, tax, legal or investment advice. You should consult with a legal or tax professional on any such matters.