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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.

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 As funds are withdrawn from a Rollover IRA, they are taxed at your ordinary income tax rate.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.

LET'S TALK

Mike Albertson is an Investment Adviser Representative. Advisory services offered through Secure Asset Management, LLC (SAM) a Registered Investment Adviser.

Securities are offered through Aurora Securities, Inc. (ASI) Member: FINRA/SIPC.

Tradewell Tax and Financial is not an affiliated company of (SAM) or (ASI).

Representatives of Tradewell Tax and Financial are authorized in states where they are properly registered. Mike Albertson: FL, IN, KY, OH, SC. Clients who are not residents of these states cannot be serviced.

This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation. Tradewell Tax & Financial is not engaged in the practice of law. All insurance recommendations offered through Indiana Tax Advisory Group, Inc. Mike Albertson is President of Indiana Tax Advisory Group, Inc.

There are no assurances that you will achieve your investment objectives. All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions, or withdrawals may materially alter the performance of your portfolio. Past performance is no guarantee of future success. We provide no guarantee that any portfolio will match or outperform any benchmark.

Recommendations and advice are based on information provided by the client that is presumed to be accurate. The financial planning process is not stagnant and must be adjusted based upon changes in the client's personal and financial situation, liquidity needs, investment objectives, and risk tolerance. Clients are responsible for notifying us immediately if their personal and financial circumstances or goals change.