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 Start planning your future today

 Start planning your future today

401k Rollovers

A rollover from your company retirement plan such as a 401(k), 403(b), TSP, or 457, is the process of moving your retirement savings account to an individual retirement account, or IRA. With IRA’s you have more control and more investment options than you have in a company plan.

When you roll over your 401(k) properly, it is a non-taxable event. There are no taxes that result from the rollover.

Depending on what you want to do with your money, you have several ways to treat a 401(k) rollover.

Be careful that you do not rollover your 401(k) directly into a Roth IRA as this will have major tax implications. Roth Conversions into a Roth IRA are best done after the initial rollover and strategically over a period of years.

We will show you your options and how to select the best options for your retirement accounts. Our expert team will sit down with you and determine which rollover option is the best for your financial goals.

How Do I Rollover a 401(k) to an IRA?

Though this might feel difficult, don’t fear. Our highly qualified professionals will step you through the process. We will take the time to organize a plan that best suits your financial situation. When you team up with MWM, you won’t be left guessing.

Rather meet one-on-one?

Email at: info@martinsenwealth.com

Or give us a call at: (480) 550-6556

Martinsen Wealth Management, LLC is a financial services company that specializes in asset protection and retirement income products and financial planning services. Lane Martinsen is the principal owner of Martinsen Wealth Management, LLC. Martinsen Wealth Management, LLC only offers insurance products and services in states where licensed to do so. Investment advisory services are offered through First Advisors National, LLC (“FAN Advisors”). FAN Advisors is an investment advisor firm registered pursuant to the regulations of the U.S. Securities and Exchange Commission (SEC). Lane Martinsen is an investment advisor representative of FAN Advisors and is registered to only offer specific advisory services through FAN Advisors. FAN Advisors does not offer insurance services. The FAN Advisors written disclosure document is available upon request; please review it for details regarding advisory services. FAN Advisors and Martinsen Wealth Management, LLC are independently owned and operated.

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