401K Rollover in Pleasant Prairie

Have you left your job? Are you in need of assistance with a 401K rollover in Pleasant Prairie, WI? T. Heller Financial is here to help!

Why Would I Need Help With 401K Rollover in Pleasant Prairie? 

Making the best decision on where to roll over your account can potentially save you tens of thousands of dollars - or cost you just as much if you happen to make the wrong decision! Rolling over a 401(k) into an IRA with lower-cost investment options or to your new employer's investment plan could save you big! And T. Heller is just the company here to help you! The Department of Labor claims that even a 1 percent increase in fees could potentially reduce the balance in your retirement account by 28%!

401k rollover in pleasant prairie, pleasant prairie 401(k) rollover, t heller financialWhat is a 401(k) Rollover?

A 401(k) rollover is when the funds held in your old 401(k) plan are transferred to a new 401(k) plan or IRA. According to the IRS, you have 60 days from the date you receive an IRA or retirement plan distribution to roll it over to another plan or IRA. 

Steps Involved in a 401(k) Rollover

1. Decide what kind of account you want - 401(k) or IRA?

2. Decide where you want the money to go - Which financial institution?

3. Open your account and find out how to conduct a rollover - Contact your institution and find out what is needed.

4. Begin the rollover process - Some paperwork and a little back-and-forth.

5. Act quickly - You have 60 days. Don't hesitate!

When you're ready to act on the steps outlined above, give us a call! The professionals at T. Heller Financial are ready to help you make the best decision for your needs now and in the future! Contact us today for 401(k) rollover assistance in Pleasant Prairie and all of your financial planning needs!