401(k) Rollovers

Why A TradeWell™ 401(k) Rollover May Be A Good Choice for You:

Do you have old 401k funds sitting in a previous employer plan, or are you trying to manage these accounts by yourself? Have you recently retired or are you planning to retire soon?

If so, it may make sense to “Roll-Over” those assets with TradeWell™ Tax & Financial and have one of our advisors help you manage this account according to your individual goals.

 

Benefit Description
Tax Advantages. If the 401k rollover is executed properly you could avoid current taxes and penalties while your eligible savings have the potential to grow tax-deferred. As funds are withdrawn from a Rollover IRA, they are taxed at your ordinary income tax rate. Withdrawals made prior to age 59 ½ may also be subject to a 10% federal tax penalty.
Professional retirement planning assistance. Setting up your Rollover IRA is what we specialize in and we can help you choose appropriate investments that can help meet your unique needs, both short-term and long-term. Your Financial Advisor will work with you in monitoring your retirement accounts, and help you make necessary adjustments when needed. Generally, we meet with our investment client’s on a quarterly basis.
Investment Flexibility With a TradeWell™ Rollover IRA, you have the flexibility you deserve and may choose from a wide range of investments, which can include publicly traded stocks, bonds, certificates of deposit, annuities, mutual funds and more.
Comprehensive, consolidated account report. All of our clients have access to a comprehensive, consolidated account report that can even report on assets held outside of our management, which can be accessed 24-7 through our login portal on our website. This is a single statement with all your assets being reported on a single report. No longer will you need to search multiple sites and companies for your balances and net worth report.