Attention all retirement savers!
Are you approaching age 59.5 and looking for a way to take control of your retirement savings? Look no further than an in-service non-hardship withdrawal to rollover your 401k funds to a self-directed IRA!
By taking advantage of this option, you can gain the freedom to choose how and where to invest your hard-earned retirement dollars. With a self-directed IRA, you can invest in a wider range of assets, such as real estate, precious metals, and private equity, allowing you to potentially boost your retirement savings even further.
Plus, by rolling over your funds to a self-directed IRA, you can avoid the high fees and limited investment options often associated with traditional 401k plans. Take control of your retirement savings and secure your financial future with a self-directed IRA.
Don't wait until it's too late! Contact us today to learn more about how an in-service non-hardship withdrawal can help you achieve your retirement goals. Let's get started on building the retirement you deserve!
Why Hire a Financial Advisor?
Roger Remling, Tax & Financial Advisor. Investment Firm. Amarillo, Texas.
Expertise and Experience: Financial advisors have specialized knowledge and experience in retirement planning. They can help you create a plan that is tailored to your specific goals, risk tolerance, and financial situation.
Objective Advice: A financial advisor can provide unbiased advice and recommendations. They are not emotionally invested in your decisions, so they can offer objective advice without any conflicts of interest.
Investment Strategy: A financial advisor can help you develop an investment strategy that is designed to meet your retirement goals. They can also help you identify the best investment vehicles to achieve those goals.
Tax Planning: Tax planning is an important aspect of retirement planning, and financial advisors can provide guidance on how to minimize taxes on your retirement income.
Peace of Mind: Retirement planning can be complex and overwhelming. A financial advisor can help simplify the process and give you peace of mind that you are on track to achieving your retirement goals.
- W. V. Harlow, Keith C. Brown and Stephen E. Jenks
The Journal of Retirement Winter 2020, 7 (3) 46-79; DOI: https://doi.org/10.3905/jor.2019.1.060
Roger Remling has been a Financial Advisor for over 20 years. He is also recognized as an Enrolled Agent, the highest credential the IRS awards. Roger specializes in helping successful Americans live life on their terms. He does this by helping his clients mitigate the two biggest risks in retirement: The first is the threat of higher taxes and the second is missing out on market gains. The threat of higher taxes is reduced when you Roth Your Retirement as part of an income tax reduction strategy. The threat of missing out on market gains is reduced when you invest for growth and out pace inflation. Roger is typically at the Amarillo Texas office Monday thru Thursday and at the Borger, Texas office on Fridays.
Looking for financial guidance but not sure where to start? Let us help!
We're offering a free consultation with one of our experienced financial advisors, and all you have to do is leave us a Google review.
Our team of experts will work with you to assess your current financial situation and help you create a customized plan that meets your unique needs and goals. From budgeting and investing to retirement planning and more, we'll provide the guidance and support you need to make informed financial decisions.
And the best part? You can get all of this for free, simply by leaving us a review on Google. We value your feedback and want to hear about your experience with us, so we're offering this special promotion as a way to say thank you.
So why wait? Schedule your free consultation today and let us help you take control of your financial future. All it takes is a few minutes to leave us a review on Google, and you'll be on your way to a brighter financial tomorrow.
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DISCLOSURES: Opinions, estimates, forecasts, information and statements of financial market trends that are based on current market conditions constitute our judgment, may be incomplete and are subject to change without notice. This material is for informational purposes only and is not intended as an offer or solicitation for the purchase or sale of any security or to participate in any trading activity. Investing involves risk including the potential loss of all or some of your principal. All risks, losses and costs associated with investing are your responsibility. Diversification cannot guarantee a profit or protect against loss in periods of declining values. No investment strategy can guarantee success in all market conditions. Past performance does not guarantee future results. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Consult your financial professional before making any investment decision, or for further information. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy.
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DOL PTE 2020 Procedures