401(k), IRA Rollovers, & Conversions

Guidance for Your 401(k) & IRA Rollovers

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.

• Highly-trained staff
• Assistance with account transition
• Process complete in timely manner

Roth Conversions

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.