401(k) Rollover

Have you recently changed jobs or retired? Do you have savings in a former employer's workplace retirement plan (i.e., 401(k), 403(b), governmental 457(b))?

Reasons to consider a 401(k) rollover:

  1. Professional investment advice
    All RWV Financial Investment Consultants are fully licensed and will take the time to understand your individual investment goals.
  2. Enhanced investment selection
    Your employer plan might only offer a limited number of funds for you to invest in.  In many cases, your plan may contain proprietary, high cost funds of the plan administrator.
  3. Maintain tax deferred status for your retirement assets
    By directly rolling assets over from your retirement plan to an IRA, you will postpone having to pay taxes until retirement and avoid a 10% early withdraw penalty (if you are under 59 (½)
  4. Consolidate your retirement assets
    Combine your assets with other retirement accounts into one easy-to-access, easy-to-manage location.

Contact us today to request your complimentary 401(k) Rollover consultation.



Decisions to roll over or transfer retirement plan or IRA assets should be made with careful consideration of the advantages and disadvantages, including investment options and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment, and your unique financial needs and retirement planning.  Stifel and/or Century do not offer tax advice.  You should consult with your tax advisor regarding your particular situation as it pertains to tax matters.