Did you lose your job in this recession? Did you have a 401k or Defined benefit plan? You know you have to Roll that plan over to an IRA...right?
Well what if rolling that plan over could actually make you money?
Between 2009 and 2013, an estimated $1.9 trillion will roll from defined contribution plans to IRAs and $1.3 trillion will transfer among existing IRA providers1. In today's economic environment, many employees have lost or changed jobs or are approaching retirement and are finding themselves faced with important decisions including what to do with the assets they've accumulated in their 401(k) or 403(b) plans.
The regulations that apply to retirement distributions are complex and mistakes can have devastating consequences that can impact a participant's retirement as well as his or her estate plan.
Believe it or not this "problem" can actually be an opportunity!
I have developed a system that can create a great new source of income from your old retirement plan.
Want to know more? Email me at: PaulW@CompassFinancialGroupInc.com
Or call me at; 559-352-9088
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