Roadmap Financial

Did you forget something?

Take control of your retirement today!

Lots of people still have 401(k) accounts at previous jobs. In most cases, it’s because either they simply don’t have time to think about it or the process seems a bit complicated.

We’ll help with all the complicated forms and put you back in control of your old 401(k) in no time! Just give us a call or send us a message and we’ll start working for you today.

Here’s how it works:

We’ll answer all of your questions.

We’ll request the rollover paperwork from your previous employer.

We’ll fill out the paperwork with you to have your 401(k) funds transferred into your new retirement account.

That’s it!

Common Questions:

Does rolling over my old 401(k) have any tax consequences?

Tax consequences can be avoided, as long as the funds are properly transferred directly to a new retirement account.

Is there a charge for rolling over my 401(k)?

It depends on the plan you choose. Some accounts have fees and some don’t. Some accounts will actually pay a BONUS for rolling over a 401(k)! Rest assured if a fee is involved it will be disclosed to you.

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This web site may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting or tax advice. You may wish to consult a competent attorney, tax advisor, or accountant.

Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Adviser. Horter Investment Management does not provide legal or tax advice. Investment Adviser Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Roadmap Financial Consulting, LLC. Securities transactions for Horter Investment Management clients are placed through Trust Company of America, TD Ameritrade, Jefferson National Life Insurance Company.

Your investment advisor may recommend third-party money managers who utilize investment strategies designed to minimize portfolio volatility and reduce the risk of declines in account values. Like any other investment strategy, this approach entails risks, including the risk that client accounts can still lose value and the risk that a defensive position may, at any given point in time, prevent client accounts from appreciating in value.

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