Get Answers to all of your 401K questions
Understand your Rollover options and next steps
Uncover strategies that may help you protect your assets
Learn to create a guaranteed lifetime stream of income
As you plan for retirement, you want to give yourself every possible advantage – both while you’re accumulating your savings, and after you begin receiving income. Here at The Financial Retirement Group we realize it’s natural to be concerned about saving enough for retirement – but it’s important to have an income strategy, too.These days, just saving for retirement isn’t enough. You want your money to grow – and you want to protect it so it’s there when you need it most. We use tools that offer a good choice if you are looking for a balance between a level of protection and growth potential in today’s uncertain market environment. As well as the opportunity to accumulate wealth and lifetime income opportunities with the opportunity for income that can increase throughout your retirement.
Roll over your old 401(k) into an IRA with The Financial Retirement Group.
Leave the assets in your former employer's plan
Roll over the assets into a new employer's plan
Take a cash distribution
One great thing about a 401(k) retirement savings plan is that your assets are often portable when you leave a job. But what should you do with them? A rollover to an IRA (Individual Retirement Account) is one way to go.
Protecting your 401(k) assets isn’t just a tool for when you’re switching jobs. It can also be a valuable tool that you cannot outlive, that creates a guaranteed lifetime stream of income, that may accomplish the goals you require as you head into retirement.
Michael MaloneFRG Vice President
Moving your 401(k) into a guaranteed income annuity account is an easy process, and we guide you through each step. Choosing to work with the Financial Retirement Group, and providing our team with the opportunity to monitor your old 401(k) savings and incorporate them with your overall retirement plan, you are choosing a team of professionals with over 90 years of experience in the investment industry.
Ben DiSalleFRG Vice President
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up.
Bob Malone,FRG Vice President
Do you have questions? If you’d like to uncover strategies that may help you protect your assets and create a guaranteed lifetime stream of income, we can help you take the next step.
DISCLOSURE: Annuities are insurance contracts that, depending on the contract, may offer a guaranteed annual interest rate and some participation growth, if any. Such contracts have substantial variation in terms, costs of guarantees and features and my cap participation or returns in significant ways. Any guarantees offered are backed by the financial strength of the insurance company, not an outside entity. Investors are cautioned to carefully review an index annuity for its features, costs, risks, and how the variables are calculated.