Many retirees don’t realize that employer plans like 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 employer plans (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 employer plan rollovers for you and make sure these transactions are non-taxable events.
ROTH conversions are an effective tool for lowering your tax bill once you retire. By converting some or all of your IRA or 401(k) into a ROTH before you reach retirement, you’re likely furthering the success of your retirement by making your money last longer. We recommend ROTH conversions in most cases, and our professional advisors can help make the conversion run smoothly!
IRA & 401(k) Rollovers with Omaha Financial Advisors
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