If you are currently considering a career shift, it is important to make sure that your current 401K is accounted for. Without doing so, you could make a decision that could hinder your dreams of retirement in the future. As the leading provider of Tulsa financial planning, Anchor Financial Group is here to help you navigate the unique circumstances surrounding your 401K. While 401K rollovers aren't the right fit for everyone, there are many reasons why you should consider one before changing your career path.
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.
Ready to Get Started?
If you are ready to focus on your financial planning, the Tulsa financial planning experts at Anchor Financial Group are ready to assist you. As a Veteran-owned brokerage firm, we always look out for the best interest of our clients. Please call us at (918) 591-2880 to get started or Contact Us and a friendly member of our staff will reach out to you promptly. We look forward to assisting you in achieving your financial goals in Tulsa.
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