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Jul 31, 2020

One of the drawbacks of a 401(k) is that – when you leave a job – rolling the money into a new account can be a bit of a hassle. You wouldn't believe the number of people that FORGET about their old 401K completely!  But CNBC’s Sharon Epperson says there’s a new feature that will eventually simplify that process called auto portability. That sounds great but –  there aren’t many places that offer it yet, so for now we're stuck moving it ourself. But, the good news is Steve is here to help! Find out why he doesn't charge to help someone with a rollover, and what he means when he says, "100% of your hard earned money goes to work for you!" 

What's a Roth IRA and is it a fit for you? How can it help you be more tax efficient in the future? What if Steve could show you how you could have a tax free income? 

Retirement is 75% emotional and 25% about the numbers. Lets figure out what retirement looks like for you - its all about YOU and what's best for YOU and your household. 

Call Steve today for a Complimentary Portfolio Review. Steve can make sure there are no gaps in your income plan, plus, are your accounts being managed in the most tax efficient way possible? Find out today!