Guidance for a crucial move
People are retiring every day wondering, “What do I do with my 401(k)?” Many people don’t know whether they should leave their money where it is, take a lump sum distribution, or roll it over to an IRA.
The answer will be different for everyone, because everyone is unique. We can help you incorporate these decisions into a customized retirement income plan based on your unique retirement goals. As trained fiduciaries, we can provide you with unbiased guidance in your 401(k) and IRA decisions.
401(k)/IRA Rollovers in Lincoln, Nebraska
To talk to one of our licensed advisors about the option of rolling over your IRA or 401(k), fill out the form below and someone will reach out to you!