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IRA/401K Rollovers

If you have changed jobs or retired, or have money in a former employer’s retirement plan, determining what to do with your retirement savings can be overwhelming. 

Recent tax law changes have dramatically impacted the options available for retirement savings plans. Tax laws are constantly changing. We update our clients regarding how these changes will impact their retirement savings and how to structure their rollover accounts to take advantage of these new provisions. 

If you are uncertain how net unrealized appreciation can impact your 401(k) rollover or how the new tax laws positively impact Roth IRA conversions, we believe it is imperative that you speak with a financial professional before making any rollover decisions.

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The Virtus View is a weekly to bi-weekly e-mail publication that Brian authors in order to keep you updated on the current market situation.
CONTACT US: 2435 E. Southlake Blvd • Suite 120, Southlake, TX 76092 • (817) 717-3812
Toll Free (866) 407-4320 • Fax (817) 416-6585 •
Securities offered through LPL Financial, Member FINRA/SIPC.
Investment advice offered through Level Four Advisory Serivces, a registered investment advisor.
Level Four Advisory Services and Virtus Wealth Management are separate entities from LPL Financial.
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