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401K Rollovers, 403B, IRA

401k Rollovers

At Senior Financial Solutions, we work with clients to find the life insurance plan that suits them best. Don’t let your hard-earned money go down the drain! We can show you how to make sure your heirs don’t lose out to taxes. Part of doing this may be “rolling over” your 401(k) into a different account.

We can also help with income replacement, and leaving a lasting legacy to your children and grandchildren. 

You may choose to “rollover” your 401(k), IRA, or other retirement plan into a different financial vehicle, such as a life insurance policy. This method could potentially save you additional upfront taxes. This is because many of these products are tax-free* or tax-deferred.

This benefit is also useful if you are collecting, for example, Social Security. In this case, you can prevent your earnings from showing as taxable income.

401k plans on cell phone with money in the background
Financial Adviser Working with client discussing 401k plans

Consider a Wealth Transfer Plan

Wealth transfer planning is the tax-efficient transfer of your wealth or assets to your beneficiaries upon your passing, through financial planning strategies. Could you potentially set this up? Contact us to learn more.

You can schedule a one-on-one meeting with us, or reach out to find out more about our no-cost, no-obligation dinner seminar events.

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