401(k) Rollovers to IRAs

Let Gold Leaf help you roll over a 401(k) into an IRA. And why should anyone do that?

According to The Wall Street Journal, “if you move your savings to an IRA, you get maximum flexibility in designing your portfolio and choosing investments… keep in mind that your investment needs may be different in retirement than when you were working.” “You also have more flexibility in the way you can name beneficiaries,” particularly if you want to “stretch” your IRA. WSI, Dec. 29, 2007, p. B2.

Gold Leaf will assist you with all the paperwork involved in your IRA rollover. Then when your assets have transferred, Gold Leaf retirement advisors will invest your money based upon what you have told us are your investment needs. In all cases, your IRA will be managed solely in your best interests. As a fiduciary, Gold Leaf is sworn to act for your benefit only.

Finally, because Gold Leaf is an independent firm, we can offer objective advice regarding investments for your IRA. Our retirement advisors have no in-house mutual funds or products to sell. Gold Leaf is free to build your IRA portfolio based strictly upon your needs.

How to Rollover a 401(k) to an IRA

Whenever possible, choose a direct rollover vs. taking personal possession of your 401(k) assets. Read more…


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