Introduction to Financial Services
401(k) & IRA Rollovers: Don't Leave Money Behind
Help Clients Take Control of Old Retirement Accounts
Many clients have old 401(k)s or IRAs sitting untouched from previous jobs. Often, they’re unsure what to do with them—or worse, they’ve forgotten about them entirely. A rollover allows them to consolidate, gain control of their funds, and potentially move to safer or better-performing options. As their tax advisor, you’re in the perfect position to help them start that conversation and avoid costly mistakes.
Recently changed jobs or retired
Has an old 401(k), TSP, or IRA they’re no longer contributing to
Expressed concern about the market or losing money
Doesn’t know where all their retirement accounts are
Unsure what to do with their existing retirement funds
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Life Insurance
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Rollover