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401K Rollovers

There are specific pitfalls surrounding the decision whether you should roll over you 401k.  FDM Wealth analyzes your current financial situation and helps you determine if a 401k rollover makes sense for you.  Issues to consider:

  • Your age and income needs upon retirement
  • Investment options in your current plan vs. what can be offered at other institutions
  • Fee structure of your current plan vs. what can be offered at other institutions

If you are nearing retirement or have a (or many) older 401k’s, please make an appointment for a consultation.

Please fill out this form to make an appointment.

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