401(k) IRA Rollovers

A rollover is the process of moving your retirement savings from your retirement plan at work:  401(k), profit-sharing plan, etc. into an Individual Retirement Account (IRA). Rolling over to an IRA allows you to keep your savings tax-deferred and typically gives you a broader choice of investments.  The rollover process can be complicated and must be done properly or there will be huge tax consequences making it crucial to work with a professional advisor.  

​The Retirement Advisors at The Legacy Council will educate you on the different types of IRA accounts that are eligible for rollover and help you determine which IRA is right for you.  Once determined, we will complete all necessary paperwork to combine any old 401(k)s and current 401(k)s and complete the rollover process to the new IRA account.  

​Call us at (513) 442-2000 for your complementary rollover consultation today!