401(k) IRA Rollover Page

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 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!

Milford Office: 1160 State Route 28 Milford, OH 45150 | Mason Office: 5325 Deerfield Blvd. Suite 108 Mason, OH 45040

Medicare Disclosure: "We do not offer every plan available in your area. Currently, we represent 8 organizations which offer hundreds of plans in your area. Please contact Medicare.gov, 1–800–MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options."

This website is a solicitation of insurance and financial products. By providing us with your contact information you agree that a licensed insurance advisor may contact you via telephone, mail or email to answer your questions and provide additional information about Medicare plans, Life Insurance, Health Insurance and/or Retirement Planning. Any guarantees mentioned are backed by the financial strength and claims paying ability of the issuing insurance company. Information provided is not intended as tax or legal advice and should not be relied on as such. Neither The Legacy Council, nor Jack or Justin Seitz are affiliated with or endorsed by the Social Security Administration or any other government agency.