Whether you’re changing jobs or approaching retirement, you have a range of options to manage your assets. You can liquidate (and pay income taxes), transfer the money to a new employer plan, leave the money where it is, or roll the money over. At Poindexter Financial Group, we can help you determine if a 401(k) rollover is in your best interests. We can also help you find the right vehicle to help grow and protect your hard-earned assets. Through a variety of rollover strategies, distribution plans, and tax-efficient solutions, we will help protect your lifestyle so you can fulfill your vision of retirement.
