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Why Roll Over Your 401(k)? Why Latshaw Wealth Management?

There are often many benefits of rolling your former employers 401(k) into an IRA. First and foremost of these benefits may be better investment selection. In a group retirement plan, such as a 401(k), the average number of investments a participant can choose from is usually a 18 or so. In some cases, the plan record keeper has peppered the plan with some of its own funds. Stifel Independent Advisors, LLC and Stifel, unlike most other national financial advisory firms, have no proprietary mutual funds. This allows Latshaw Wealth Management the ability to recommend investments based on each individual's situation, goals, and risk tolerance. With an IRA, you can choose from a variety of investment products. This added flexibility can give you greater diversification among money managers. While diversification does not ensure a profit or protect against loss, it can help decrease your overall portfolio risk. An IRA provides the ability to further diversify your portfolio by investing in various classes of investments, such as stocks, bonds, closed-end funds, ETFs (exchange traded funds), unit investment trusts, money market funds, and CDs, just to name a few. 

By rolling your retirement assets to Latshaw Wealth Management, you will be provided with professional investment advice by a licensed financial advisor who will take the time to understand your investment goals.

Consolidation of retirement assets into a an IRA may help simplify your retirement planning. Stifel’s account statements and online account access can help make understanding your retirement portfolio easy and make recordkeeping easier!

If you roll over your former employer’s retirement account into a self-directed IRA, your retirement savings will have the opportunity to continue to grow tax-deferred. You can no longer make tax-deductible contributions to your former employer’s 401(k) plan. However, with a self-directed IRA, you can continue to make IRA contributions to your retirement account, which may be tax deductible depending on your particular situation.  

To learn more about the benefits of rolling over your 401(k) into a self-directed IRA, order a Rollover Kit today!



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