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Take Charge of Your Money: Options for 401K Rollovers

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Liberty Bank offers professional help for any size 401K rollover.

Whether you’ve recently changed jobs or are nearing retirement, deciding what to do with your 401(k) or 403(b) retirement savings can be confusing.

Directly transferring the money to an Individual Retirement Account (IRA) is often the best option, but if you aren’t sure how to invest those funds, you could miss the opportunity to take control of your financial future.

Whatever you do, don’t leave the money in your former employer’s plan or – even worse – cash out and discover all of the taxes and penalties associated with doing so. Your unique situation will dictate the best option for your old workplace retirement account.

Professional help

If you don’t have a high account balance, it can be hard to find professional advice. No matter the size of your retirement account, Liberty Bank professionals are available to discuss your goals, provide you with options, and assist with the paperwork involved in moving your old workplace retirement account to an IRA.

Liberty offers multiple FDIC-insured IRA options for rollovers with minimum balances of just $500.

To learn more about rolling over a workplace retirement fund into an IRA, stop by a Liberty Bank branch, call us at 773.384.4000 or visit us at libertybank.com/ira.

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