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Explore 401k Rollovers With the Watermark Team

If you have one more 401Ks for previous jobs, rolling it into an IRA could provide you additional benefits.  Contact our team to find out if it is right for you.

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Roth Conversions

Rolling your 401K into a traditional IRA and then converting it to a Roth IRA can have several advantages. Roth IRAs grow tax-free, forever, and are not subject to Required Minimum Distribution (RMD) rules. Any money withdrawn from a Roth IRA is also tax-free. To find out if this option may make sense for you, contact us today.

Wider Variety of Investment Options

Unlike a 401K where participants are limited to investment options picked by the company sponsor, your investment options for a traditional are nearly endless.

You Can Contribute to Both Your 401k and IRA

Even though you have a 401K with a current employer, you may still be eligible to contribute to a Roth IRA or Traditional IRA, increasing your retirement savings.

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