When it comes to your IRA or 401(k) investment funds, you do have options, but to be honest, there aren’t many that won’t cost you money in the long run.

Keeping your 401(k) with your employer is often allowed, but you won’t be able to contribute any more to your investment, and you could become vulnerable to fees and/or taxes.

You could cash out, but this is simply an all-around bad idea. Cashing out your 401(k) before you retire could mean losing up to 40 percent of your investment to expensive fees and taxes.

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Contact Kennedy Wealth Management

As specialists focused on retirement income planning, we use our many years of experience and knowledge to help ensure that your retirement income goals are achieved with the right investment strategies and sensible planning. It is our highest goal for you to reach your peak, living the retirement of your dreams, while avoiding the drastic cuts of the taxman. Find out more about IRAs, 401(k) rollovers and other investment guidelines and recommendations by scheduling your personal wealth analysis and consultation today.

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401(k) & IRA Pension Rollover

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