Trinity IFS

TRINITY FINANCIAL

401 k

 What to do with you’re retirement plan. You have spent years accumulating your retirement assets and now that you are retiring or leaving your place of employment, you are faced with one of the most important decisions you will have to make.

Here are three of your options;

  1. Transfer your existing 401k plan to your new employer 401k plan. You will need to verify with your new employer’s plan administrator if this is allowed.

  2. Transfer your 401k plan assets to an Individual Retirement Account (IRA). This option will allow you the flexibility to allocate and utilize multiple investment strategies.

  3. If you are retiring between the ages of 55-59 1/2 there are special withdraw rules that you have available to you.

Which option is best for you will be determined by the unique plan that we design for you utilizing our Retirement Analyzer Software.