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INTEGRITY LIFE PLANNING
Protecing Your Legacy
Life Insurance, Retirement, Estate Planning & Living Trusts
401(k) Rollovers
"What is a 401(k) Rollover?"
A 401(k) rollover is the process of moving funds from a 401(k) plan to another qualified retirement plan or IRA. The goal of a rollover is to maintain the tax-deferred status of the assets without incurring penalties or creating a taxable event.
When leaving a job, you must decide what to do with your 401(k). You have the choice of leaving it where it is, rolling it over into a qualified retirement plan with your new employer or into a plan that provides a guaranteed income stream.
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