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A job change or retirement can raise questions about keeping an existing plan, moving eligible funds to another plan or IRA, or taking a distribution. Available options depend on the accounts and plan rules. Compare fees, services, investment options, withdrawal rules and tax consequences with appropriately qualified professionals before deciding. A rollover is not automatically the best option.
Eligible distributions may have direct-rollover or other rollover options. If a payment is made to you, deadlines and withholding rules may apply. Treatment depends on the account type and transaction. A Roth conversion can have different tax consequences. Confirm instructions with your plan administrator or custodian and a qualified tax professional.
Tell us which account questions you want to discuss. We can review the insurance-related parts of your retirement needs and identify when a qualified investment, plan-administration or tax professional should be involved. Contact your account provider for transaction instructions.
Have questions about an old retirement account? Request a conversation about your next steps.