Not sure what to do with your old 401(k) or IRA?
Qualified Rollover Strategies
Maximize Tax Efficiency When Moving 401(k), 403(b), or Pension Assets
Guided rollover for physicians and business owners selling a practice or retiring
Avoid unnecessary taxes and penalties when moving your money.
- Do you have old 401(k), 403(b), 457, or TSP accounts sitting untouched at previous employers?
- Have you compared the fees, investment choices, and protections in your old plans with what a rollover strategy could offer?
- If you retire before 65, what is your plan for creating a “bridge” from your current savings until Social Security and Medicare start?
- How will your rollovers fit into a coordinated income and tax plan, instead of being a one‑time paperwork event?
Backdoor Roth and mega backdoor Roth options for high-income clients
Avoid costly mistakes: IRS penalties, missed deadlines, improper distributions
Special solutions for inherited IRAs, qualified plans for healthcare professionals, and multi-state filers.
Let’s make sure every dollar lands in the right place.
