Serving all of New Jersey
401(k) & IRA Rollovers in New Jersey
Leaving a job or retiring? Rolling an old 401(k) or 403(b) into an IRA or annuity can give you more control, principal protection and guaranteed income. We'll walk through your options and help you avoid taxes and penalties.
What's included
- Direct, tax-free rollovers
- Principal-protected annuity options
- Guaranteed lifetime income riders
- Beneficiary and RMD planning
- Consolidation of multiple old accounts
Who it's for
- Recent retirees
- People changing jobs
- Anyone with old 401(k)s
401(k) & IRA Rollovers FAQs
Will I pay taxes on a 401(k) rollover?
A direct trustee-to-trustee rollover into an IRA or qualified annuity is generally not taxable. We'll make sure it's done correctly.
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Here for you, and what comes next
A conversation. Not a commitment.
Tell us what matters to you. We’ll help you explore your options with care.