IRA & 401(k) Rollovers

Many retirees don’t realize that 401(k)s can be rolled over after age 59 ½, even if an employee is still working and may continue to do so for many years.

At age 59 ½, a near-retiree should consider the advantages of rolling over their 401(k) (a non-taxable event if done properly) to vehicles that will generate income and reduce risk for them in the process.

Our professional team at D Bryant Retirement Strategies can initiate these rollovers for you and make sure these transactions are non-taxable events.