If you are changing jobs, between jobs, or approaching retirement, you may have some decisions to make. One important decision is what to do with retirement savings such as a 401(k). The options include leaving it in your former employer’s plan, transferring it to a new plan, taking it in cash or rolling it into a Traditional IRA.
Your retirement distribution may be the largest sum of money you have ever had to manage and there could be serious tax consequences and penalties if you make an uninformed decision. Careful planning is important. With the help of Sandia Area Investment Services, you have the potential to:
To learn more about your plan distribution choices and to schedule your free, no-obligation consultation today.
Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA / SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.
Let us help you limit financial and investment guesswork by scheduling your no-obligation consultation.
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