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IRA & 401(k) Rollovers

When you change jobs or retire, there are four things you can generally do with the assets in any employer-sponsored retirement plan:

  • Leave the money where it is
  • Take the cash (and pay income taxes and perhaps a ten percent additional federal tax if you are younger than age 59½)
  • Transfer the money to another employer plan (if the new plan allows)
  • Roll the money over into an IRA

Rolling over from one qualified plan to another qualified plan allows your money to continue growing tax-deferred until you receive distributions in retirement. We can help you determine if a rollover is the right move for you. If you determine to cash out of an IRA, we can help you find suitable vehicles to help you reach your retirement goals.


Do you have questions about rollovers?

We want to help. Please contact us by filling out the form below, or by calling us at (865) 392-4260 to schedule your no obligation evaluation meeting where we will answer your questions. If you can invest one hour, we can place you on the path towards the future YOU want.

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By providing your contact information, you may be offered information regarding the purchase of insurance and investment products.

Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims paying ability of the issuing company and are not offered by Global Financial Private Capital or GF Investment Services.

Securities offered through GF Investment Services, LLC. Member FINRA/SIPC. 501 N Cattleman Rd, Ste. 106, Sarasota, FL 34232. (941) 918.0507. Investment advisory services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor.