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  • 206 Boston Post Rd
  • Madison, CT 06443
  • Phone: 203.245.3131
  • Fax: 203.245.2508

Employment Transitions

You’ve been planning for your future and saving for retirement. Now that you are leaving your job, you’re faced with an important decision. What should you do with your retirement plan savings so that you can stay on track to address your financial goals? It is a big decision and one that could have an impact on your future.

Once you leave a job, you have four choices as to what you can do with your retirement plan. The option you choose should be determined by your specific needs and goals, however, many people choose to leave their assets in the plan because it’s the easiest thing to do. Your retirement is too important to make decisions the easy way. Let us help you make an informed decision, taking into consideration important factors such as tax implications, penalties, the power of tax-deferred compounding, and flexibility.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?