401k Rollover

Rolling Over a 401(k) Plan

There are many “life events” that could lead you to considering a 401k rollover. If you have a 401k and you need some coaching on what your options are, you are in the right place.

There are many options to consider. It’s important that you make an educated decision so that you can avoid penalties and understand the pros and cons of each option. That’s where Tencap Wealth Coaching comes in.

If you have over 150k in your 401k, we offer a no-cost consultation. Together, we will look at:

  • 401(k) Portability
  • Liquidation options
  • A rollover to another 401k plan
  • Indirect rollover
  • Rolling 401(k) holdings into an IRA

There are a host of factors and rules associated with each of these options. It is imperative that you take the time to consult each option and identify which possibility is best for your circumstances.

Let the financial planners at Tencap help you through each step in the process. We are happy to complete the majority of the work involved in rolling over your 401k.

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