Financial PlanningRetirementAre You Leaving Your Employer?

Do you know all the options you have available to you for your company retirement plan distribution? Whether it’s a 401(k), 403(b), 457 or another type of company plan, there are several ways you can move or take the money.


From an IRA rollover to a Roth conversion to a lump-sum distribution, it’s important to understand your options before making any decisions to avoid costly tax mistakes. There may also be significant tax-saving strategies to consider that are only available at the time of your distribution, so it is critical to proceed with caution.

To learn more, click here to download “You Have Six Options For Your Employer Plan Retirement Funds”

Questions? We are specialized in and receive dedicated ongoing training specifically for navigating these critical retirement account decisions.

Contact our office at (425) 252-4032 to schedule a time for a visit.
1604 Hewitt Ave., Suite 704 Everett, WA 98201

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