Retirement Plan Rollovers

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Rolling Over Your 401(k) or Other Retirement Savings
  
Ø      Are you close to retiring?
Ø      Have you changed jobs or already retired?
Ø      Do you still have money in a former employer’s retirement plan?
 
If so, take Control of Your Retirement Savings
 
Changes with your former employer's plan like company closings, mergers or investment options can make it hard to manage your 401(k) now, and possibly delay access to your money in the future.
If you've changed jobs or recently retired, you may be wondering what you should do with a 401(k) or other retirement savings account from a former employer.
 
A Rollover IRA using The Wealth Acceleration Institute, Inc. gives you:
  • A full range of investment choices.
  • Guidance, at no additional cost, to help you decide which financial vehicles to use.
  • A simple, hassle-free rollover.
 
What Is a Rollover IRA?
 
You may have recently changed jobs, or you may be close to retiring or looking to consolidate your retirement savings.
A Rollover IRA is a type of individual retirement account designed especially for people who have savings in a former employer-sponsored retirement plan, such as a 401(k), 403(b) or TSP. A Roth Rollover IRA is a type of individual retirement account designated especially for people with a Roth account in a former employer's 401(k) or 403(b). The advantages of simply moving (i.e. rolling over) your retirement assets directly into an IRA are:
  • The rollover will not incur any taxes or penalties.    
  • Your investment can remain tax-deferred.   
  • You control your retirement savings.
 
What are the benefits of using Wealth Acceleration Institute, Inc?
 
Ø      FREE Estate Planning Analysis -  We will give you a FREE Estate Planning Analysis. This means that choosing to rollover using The Wealth Acceleration Institute, Inc. will give you the assurance that all of your financial affairs are in proper order.
Ø      Independence – We are independent and not married to any insurance or investment company. We use only the top companies in America. We will help you choose the company and products that are right for you.
Ø      No quotas or production requirements – This means that there is no pressure to make sales of any kind. We give you unbiased advice and recommendations with no sales hype. When you become a client, our allegiance is only to you.
Ø      Experience – Our rollover specialists have over 30 years experience in financial services. We will give you the specialized attention you deserve. Rolling over your retirement assets to an IRA using The Wealth Acceleration Institute, Inc. is non-taxable. You will be able to:
 
·      Take control of your overall retirement plan.
·      Move your money out of your former employer's retirement plan (401(k), 403(b), Thrift Savings Plan) without tax consequences or other penalties.
·      Keep your savings invested tax-deferred.
·      Provide better estate planning benefits than your current retirement savings plan.
 
 
 
Get Started Now!  

Call 301-608-2330    Out of the area, call 1-877-226-6872
or 
Fax this form to 301-384-8709. 

Click here to Download the Form
  

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