Retirement & Tax-Efficient StrategiesPart of the 5 Pillars of Family Wealth™Changing jobs or retiring? A rollover can consolidate old 401(k)s into a strategy you control — but the rules around withholding and timing matter. We make the move clean and intentional.
What’s included
- Direct trustee-to-trustee rollovers with no withholding
- Consolidation of scattered old employer plans
- Roth conversion considerations
- Investment and income options reviewed together
Designed for families and professionals like you
Frequently asked
Content on this site is for educational purposes only and is not tax, legal, or investment advice. Consult a qualified tax professional or attorney regarding your specific situation. Insurance products are subject to underwriting; guarantees are based on the claims-paying ability of the issuing insurer. Projections are illustrative only.
A direct rollover moves funds plan-to-plan with no tax withholding. An indirect rollover pays you first, with 20% withheld, and you have 60 days to redeposit the full amount.
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Ready to talk about 401(k) & IRA Rollovers?
A free, no-pressure conversation about where you are today and where your family wants to go.