Should you leave your money where it is, take the money and run, transfer it into another plan, or roll it over into an IRA? Whatever you choose has far-reaching implications for your retirement.
We can help plan and execute the best option for you, allowing your money to potentially grow tax-deferred while providing you with more customizable investment options.
Assistance with account transition
Process complete in timely manner
The right move for you.
Converting a traditional IRA to a Roth IRA can provide tax-free growth potential and tax-free withdrawals in retirement. But it’s important to make sure a Roth conversion is right for you.
Many retirees convert their traditional IRA — subject to income taxes on all earnings and deductible contributions — and then discover they would have been better off if they hadn’t converted. At New Perspective Financial Solutions, our professionals walk you through it to make sure a Roth conversion is right for you.
IRA & 401(k) Rollovers in Maryland
To talk to one of our licensed advisors about 401(k) and IRA rollovers, fill out the form below and someone will reach out to you.