5 Things You Can DO With an IRA That You Can’t With a 401 (k)

All retirement plans are not alike. Many individuals leave their 401(k) plans with the employer sponsor long after they aren’t working in that job any longer. Quite often I meet with clients who have four or five 401(k) plans at different employers. These are hard to keep up with and many times the plans are limited in the investment options available to the participant. Consolidation of old employer’s 401(k) plans into an IRA Rollover may be a very smart move to consider. We can help you evaluate your options.

Give us a call, 704.658.1040. We will be glad to help!

In the meantime, the attached article will highlight some of the major differences between the two plans. See what benefits you may be missing out on.

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About Sara Seasholtz

Sara Seasholtz, CFP®, was voted one of "50 Most Influential Women in Charlotte" by The Mecklenburg Times in 2011, and she's been a trusted financial advisor to her clients for over 30 years. Have a financial question?ASK SARA!

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