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401(k) Rollovers, IRA Transfers and Consolidations

Benefits of Rolling your 401(k) into an IRA

  • Control over your investment options.
  • No State of Michigan income taxes when you pull income (income limits apply).
  • More options for your beneficiaries.
  • Personalized plans for your individual situation.
  • Different types of investment vehicles: Mutual Funds, Annuities, Stocks, Bonds, CD’s, Money Markets

Benefits of Consolidating your IRA’s into 1

  • Easier to calculate and keep track of amounts for Required Minimum Distributions when age 70 1/2 or older.
  • Easier for your beneficiaries when you become deceased.
  • One statement, instead of several