401(k) Survival Guide

You’ve Spent Your Career Working for Your Money

Retirement Is the Time to Let Your Money Work for You

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Roll It Over into a Traditional IRA
Take the After-Tax Money and Pay No Taxes on It
Roth the After-Tax Amount Directly into a Roth IRA

Your 401(k) Will Likely Be Your Biggest Asset

For many retirees, their 401(k) tends to be their largest asset. How you manage your 401(k) distributions can often dictate whether you have a successful retirement.

Tax consideration is pivotal to your ideal 401(k) management. From deciding between traditional and Roth IRAs to understanding how after-tax money is treated, it’s critical to educate yourself on your 401(k) options.

Other Options to Consider with Your 401(k)

Whether you’re utilizing a self-directed 401(k) or receiving assistance from an investment manager or financial planner, there are a plethora of choices to consider when it comes to your 401(k). A few things to keep in mind include:

  • Pre-Age 59.5 Considerations
  • Creditor Protection
  • Important Distribution Rules on Your Old 401(k)
  • Complexity of Required Minimum Distribution Rules

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