401K Distribution Education in Pleasant Prairie
Have you left your job? Are you in need of assistance with your 401K options in Pleasant Prairie, WI? T. Heller Financial is here to help!
Plan Participants typically have FOUR options (or a combination of these options) for you after you leave you current employer. Each option should be weighed carefully to see what is the best fit for you and your needs.
You can:
• Leave the money in his/her former employer’s plan, if permitted;
• Roll over the assets to his/her new employer’s plan, if one is available and rollovers are permitted;
• Roll over to an IRA; or
• Cash out the account value.
Why Would I Need Help With 401K Distribution Options in Pleasant Prairie?
Making the best decision on which option to choose can potentially save you tens of thousands of dollars - or cost you just as much if you happen to make the wrong decision! And T. Heller is just the company here to help you! The Department of Labor claims that even a 1 percent increase in fees could potentially reduce the balance in your retirement account by 28%!
When you're ready to act on the steps outlined above, give us a call! The professionals at T. Heller Financial are ready to help you make the best decision for your needs now and in the future!