Are you changing jobs or leaving a company and need help with your 401k rollover? Letson Investment Management has expert 401k rollover managers ready to serve you in Atlanta. We will guide you through every step of the rollover process, from initiating your transfer to designing a strategic asset allocation plan that aligns with your specific financial goals and objectives. At Letson Investment Management, our 410k rollover managers operate under a fee-only structure that eliminates any commissions or referral fees that could hinder our ability to give clients unbiased advice.
Georgia 401k Rollover Management
Our comprehensive 401k rollover management services are unmatched in Atlanta GA. We carry the knowledge and experience you need to flawlessly carry out your 401k rollover with success. The security and growth of your future wealth is important to us at Letson Investment Management. Therefore, we deliver our 401k rollover management services to Georgia clients with a strong adherence to their individual financial goals as well as their level of risk tolerance.
What is a 401k Rollover?
A 401k rollover occurs when an individual who is changing employers or is retiring wishes to rollover or transfer their current 401k plan into an IRA. This is a retirement account that holds future investments on your behalf, including stocks, bonds and mutual funds. Through this process, you can better control how your retirement savings are invested and avoid any immediate tax liabilities. Choosing a qualified financial planner from Letson Investment Management to manage your IRA or 401k rollover can ensure that your investment strategy is aligned with your specific retirement goals and will optimize your financial outlook and security.
For a 401k rollover management plan tailored to fit your financial goals, contact our Atlanta 401k Rollover Managers at Letson Investment Management today.