401K Rollovers

 

To Rollover or Not to Rollover – that is the question! If you are considering a Rollover of your retirement account there are a number of factors to consider. This week we take some time to discuss critical questions to ask and important points to consider when it comes to 401(K) Rollovers. Take a few minutes and join us to review important aspects of rolling over a retirement account. The choices you have on your Retirement Roadmap can make a big difference to your financial future.

 

Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Adviser. Horter Investment Management does not provide legal or tax advice. Investment Adviser Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Roadmap Financial Consulting, LLC. Securities transactions for Horter Investment Management clients are placed through AXOS Advisor Services, TD Ameritrade, and Nationwide Advisory Solutions.