Many people don’t think of the phrase “tax strategy” when thinking about their 401k or IRA, but that is exactly what they are. Would you like to know how much of your 401k or IRA actually belongs to you?   Whether or not they are the best strategy is something to explore on an individual basis.  You may like to know which type of plan will pay you the most after tax dollars in retirement.

You may be asking yourself, “Do I leave my money where it is, take the money and run, transfer it all to another plan, or roll over into an IRA?” Whatever you choose, we can help you plan and execute the best option for you, potentially allowing your money to grow tax-deferred while also providing you with more customizable investment options.