401k Rollover

401k Rollover – What do I do with my old 401k?

When you leave a job or you retire you usually take everything with you. You take your pictures, mugs, files and all your other personal items. Finding storage for these things is not difficult, but what about that 401k? At the 401k Latte Company we specialize in rolling over 401k plans and understand the complexities and questions you may have about this process. Here are some of the questions we frequently help our clients answer:

  • How do I rollover my 401k plan?
  • What about my Roth IRA?
  • Is tax-free or tax-deferred best?
  • Am I confident in how my money is managed?
  • Am I making the most of the choices available?

We understand this process can be daunting. We would be honored to be of help to you in this area.

What about my current 401k or 403b plan?

It is not uncommon for retirement plan participants to be unsatisfied with the investment choices within their plan. The 401k Latte Company may be able to provide alternatives that aim for more defense beyond the standard choices available in the plan.