To Rollover or not to Rollover, that is the question
Did you know that Americans rolled over an estimated $324 Billion from plans to IRA’s in 2013?
Americans today have over $24 Trillion in retirement assets.
IRA’s make up the largest share of the retirement plan market with over $7 Trillion.
If you have a 401K account from a previous employer you have the option of leaving it there or rolling it over into your own IRA account.
There may be some advantages to keeping your 401K account with your previous employer such as the ability to take loans from the plan.
There are some advantages to rolling over your 401K into your own IRA account and they include open architecture or the ability to invest in wide universe of investment options.
To Rollover or not to Rollover depends on many other circumstances as well.
To find out more about the pros and cons of IRA Rollovers, reach out to us. We are here to help.
Call us at (949) 474-8440.