Simply rolling-over retirement assets may not be the best decision. There are complexities to consider, depending on your retirement goals. Our Retirement Services routinely include Direct Rollovers; from very large corporation retirement plans, to small company retirement plans. When you rollover an account through us, we help you choose the best places to put your hard-earned dollars and assist you with a retirement income stream, if that is your need or desire. You may have questions or could use more information on the options and choices available to you. The Mattsons are here to discuss making the right decision.
A 401(k) rollover is the process of transferring funds from an employer-sponsored retirement plan, such as a 401(k), into an Individual Retirement Account (IRA). You can also transfer funds from one IRA to another. When changing jobs or retiring, a 401(k) rollover enables you to maintain potential tax benefits and have more choices.
For those seeking tax-deferred growth, rather it be qualified or non-qualified funds, there are many choices to choose from. Mattson Financial Services offers a broad selection of annuities tailored to fit your goals and objectives.
We can direct a portion of your retirement portfolio, or non-qualified portfolio, into a CD designed for conservative savings or income, a type of interest-bearing account designed for retirement savings. Common fixed terms are from three months to ten years, while earning consistent interest.
