Many companies today are closing out their pension plans. This is giving their workers an opportunity to rollover to an IRA or another plan. This is happening because of the high costs of maintaining the pensions due to the longer life expectancy rates. Approaching these rollovers correctly will make them tax neutral; done incorrectly, and these rollovers will create significant tax liabilities. If a pension rollover is the right choice for you, we will help you with the right approach.
Our process will help you identify and clarify if a pension rollover is the right choice for you.
Tom Dasher Investments can help make rolling your pension over simpler.