Before you roll over your 401K, it is important to understand what options you have available. As a Tulsa financial planning firm, we are able to help you redirect your current 401K plan in a variety of ways including rolling over your 401K to an IRA or to a new 401K plan if it accepts rollovers. Knowing your plan of action in advance will ensure no problems are encountered because the IRS only gives you 60 days from the time you establish an IRA or another retirement plan to roll it over.

The financial planning experts at Anchor Financial Group are here to share their experience and help you determine if a 401K rollover is right for you, the most beneficial plan to roll your 401K over to and help you avoid common pitfalls that may occur. Many different factors can determine which plan is right for you including your age, retirement goals and the amount of risk you are willing to take. We are invested in your financial success. Share your retirement goals with us and we can help determine if a 401K rollover is the best fit for you.