Financial Archives - Registered Investment Adviser (RIA) - Association Financial Services, LLC


401(k) Rollover To IRA Nitty Gritty

Clients have frequently asked us if they should keep their 401(k) plan, or initiate a 401(k) rollover to IRA. More often than not, we find this to be a client’s personal decision. As Investment Adviser professionals, we want everyone to know the nitty gritty of leaving your retirement savings in your 401(k), moving them to an IRA (also know as a 401(k) Rollover), and the pros and cons of each plan. So, let’s run through the benefits and drawbacks for each…

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