If you’ve ever moved on from an old job, did you leave your 401(k) behind? You have choices regarding your 401(k). You can roll it into an IRA, leave it where it is, cash it out, or even roll it into your new company’s 401(k).
Why move your 401(k) to an IRA?
Rolling it into an IRA is fast and easy and could go a long way toward helping you achieve your financial goals. When it comes to your old 401(k), you have options. But, few offer the benefits you could realize with a rollover to an IRA:
Use what we know to make your savings grow
- potential lower investment expenses
- more investment choices
- ultimate flexibility and control
Should you invest in a Traditional IRA and then convert to a Roth IRA? What mix of investments makes the most sense for you? Sit down with the professionals at St. Mary’s Financial Services and get the facts.