Legacy Wealth Management
If you are separating from your company or if the company is being bought, you have an opportunity NOW with your 401(k), ESOP retirement/ownership plan, or deferred compensation plan to ROLL IT OVER to a personal IRA in your name.
For many people rolling over those accounts to an IRA is an excellent way to gain more control over your accounts and seek higher quality investments that were typically available in the company retirement plans.
There is NO tax concern with rolling over and generally there is no fee to rollover.
We believe the advantages to a rollover may be significant for you.
For people who may not be separating from their company, the roll over is still a valid option! And there is no impact to ongoing retirement or 401 (k) plans.
For further information on how to MAXIMIZE your 401 (k) or other retirement plan, please call our office at (701) 365-8083 and speak with Kim, Hanna, Kay, or one of our advisors. You can also fill out this contact form and it will send a confidential note to us. We will then contact you personally to be of help. Remember…there is no charge to contact us for help.