Change can be good — it can also lead to a fresh discussion about your IRA or 401(k) strategy. Sit down with one of our Financial Advisors to discuss your options. We can assess your current plan to determine if it will continue to meet your needs, based on your financial goals. If not, we’ll suggest strategies that will better address your objectives for the future.
To preserve the tax-deferred status of your retirement savings, your funds must be deposited into another 401(k) or rollover IRA within 60 days of withdrawal from an employer’s plan.
To avoid potential penalties and a 20 percent federal income tax withholding from your former employer, you may wish to arrange for a direct, institution-to-institution transfer where possible.
For more information, call us at (800) 851-8549, set up an appointment or use our contact form. You can expect a response within 1-2 business days.
*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Technology Credit Union (Tech CU) and Tech Financial Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Tech Financial Management, and may also be employees of Tech CU. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Tech CU or Tech Financial Management. The Tech Financial Management site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CT, DE, FL, MD, MA, MI, NH, NJ, NY, NC, OH, PA, SC, TX, VA and WI.
Securities and insurance offered through LPL or its affiliates are: