IRA/401(k) Rollover Planning

Rolling over your retirement accounts is a critical decision that can have lasting financial impacts. At Wealth Planners Advisory Group, we help you make these choices with clarity and confidence by providing a comprehensive analysis of your retirement savings.

Our process includes:

  • Determining how much you should leave in your 401(k), 403(b), or Lump-Sum Pension
  • Not every dollar should be rolled over — we help you find the right balance.
  • Identifying how much should be transferred to an IRA
  • We guide you toward options that offer flexibility, growth potential, and preservation for your assets.
  • Calculating any potential tax liabilities
  • Avoid costly surprises. We ensure you understand the tax implications of your rollover strategy.

We don’t stop there.

We also assess the risk level of your current portfolio to make sure your investments are aligned with your long-term goals:

    • Not too much risk that could jeopardize your savings if markets decline.
    • Not too little risk that prevents your money from growing efficiently.

The right balance. The right strategy. All tailored to you.

Ready to take control of your retirement savings? Contact us today to schedule your personalized rollover review.

 

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