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Employment Change

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We understand a new employer today can impact your retirement tomorrow

We pair your current retirement plan with the benefits offered by your new employer

We pair your current retirement plan with the benefits offered by your new employer

We transition your retirement accounts to keep the important decisions in your hands.

Frequently Asked Questions

A 401K is an employer-sponsored retirement plan. An IRA is an individual retirement arrangement that allows you to save for retirement in a tax-advantaged way. 

Request a complimentary consultation to discuss how to transition your limited-option 401K from your former employer to an IRA, allowing you a wider range of investment options.

When you leave your job you have several options for your 401K. You can cash it out, but  it will become taxable and you will have to pay a penalty if you’re under 59 1/2 years old. You can leave it where it is, consolidate it with the 401K at your new employment, or transfer it into a Individual Retirement Arrangement (IRA).

At our complimentary consultation, we’ll help you decide what’s best for your situation and help you transition your 401K to an Individual Retirement Arrangement.

If you have a 401K, contribute enough money to take advantage of the free money available through the company matching funds. If you’ve maxed out your company’s matching contribution, or don’t have a 401K, consider an IRA. If you’re self employed, the owner of a small business, or want to increase your retirement savings, we’ll help you with a retirement plan designed specifically for you. 

You likely won’t pay any fees or penalties to roll-over your 401K into an IRA. To avoid taxes or fees on your roll over, be sure to fill out roll-over paperwork and file it properly with your former employer and the new custodian of your IRA.  Improperly filed roll-over paperwork will prevent you from accessing up to 20% of your retirement savings until tax refunds are posted by the IRS. There is a chance the IRS may not refund that money. During our complimentary consultation, we can begin the roll-over process. 

Employment Change

Schedule a complimentary consultation to discuss your pressing questions with seasoned CPAs, attorneys, and advisors at no cost to you. 

Submit your contact information below. We will reach out to schedule a time with you.

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Financial

Wealth Advisors help grow your assets through wise investments
  • 401(k) Rollovers
  • Retirement Accounts
  • Stocks/Bonds
  • Custom Investment Portfolios
  • Life Insurance & Annuities
  • Long Term Care Insurance
  • Disability Insurance
*Advisory services are offered by Wealth Management CPAs, LLC an SEC Investment Advisor.

Our Services

Tax

Certified Public Accounts help ensure maximum tax savings
  • Tax Preparation
  • Tax Strategy
  • Gifting Strategies
  • Qualified Charitable Distributions
  • Estate Tax Mitigation
  • Roth IRA Conversions
*Tax Services offered through Wealth Management Tax Solutions, LLC, an affiliated company of Wealth Management CPAs.

Estate

Estate Attorneys help protect your assets throughout your life and beyond
  • Wills
  • Trusts
  • Power of Attorney
  • Advance Directive
  • Funeral Planning
  • Business Succession-Planning
*Disclosures

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