Once you are ready to talk with a Professional Financial Advisor,
please Call Us Toll-Free at 1.888.333.4641 or complete the
short form below and we will be back in touch right away. This is a
no obligation service and we respect your privacy.
Quick Facts About 401k Plans
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Do you have multiple 401k plans from a few employers? We
can help you roll them together.
get more info...
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Getting a new job? We can easily help you transfer your
401k to your new employer.
get more info... |
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401k Rollovers ::
What is a 401k?
What is a 401k Rollover?
A 401k rollover occurs when you change jobs or retire
and then elect to transfer or "rollover" your 401k into
a new IRA. This process of transferring a 401k with a
previous employer into an IRA is referred to as a 401k
rollover to IRA. This can be a traditional 401k
rollover into IRA or we can help you in any situation.
The assets in your 401k can be transferred from your
401k directly to an IRA via a trustee-to-trustee
transfer. A direct rollover from a 401k to an IRA is
made tax-free and there is no tax liability. There is no
limitation on the dollar amount you can rollover from
your previous employer's retirement plan.
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401k Rollover Retirement Planning Tips
and Tools
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For more information on how we can best assist your
401k rollover and IRA rollover needs, please fill out
the short contact form above or call us at
1-888-333-4641.
Cross Financial Management is a full-service
financial planning and consulting firm dedicated to
helping our clients build wealth and protect their
hard-earned assets. We specialize in 401k plans, though
provide an array of solid services. Our firm is
completely independent, so our loyalty belongs
exclusively to our clients -- not to a parent company.
Our independence enables us to establish working
relationships with a number of industry-leading
brokerage firms and insurance providers whose products
we leverage to create customized client portfolios. We
recommend only those products and services that can be
tailored to suit our clients' unique needs
* The information on this
page is for informational purposes only and does not
constitute, and should not be construed as,
professional, legal or tax advice. To determine your
individual tax situation and specific needs, please
consult a professional tax advisor.
* Information contained in these sections merely
highlight some benefits. There are risks involved with
all investments that could include tax penalties and
risk/loss of principal.
State Disclosure - The LPL Financial representative
associated with this website may discuss and/or transact
securities business only with residents of the following
states: AK, AR, AZ, CA, CT, FL, HI, ID, IN, MN, MT, NC,
NH, NJ, OH, OR, TX, VA, WA
Advisors will become registered in the respective state,
prior to any direct communication with perspective
customers, who are located in states in which the
advisor is not registered.
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A 401k rollover occurs when you retire or change
employers and then choose to move or "rollover" your 401k into a
new IRA. This process of relocating a 401k at your previous job
into an IRA is referred to as a 401k Rollover.
