When you change jobs or retire, there are four things you can generally do with the assets in any employer-sponsored retirement plan:
Rolling over from one qualified plan to another qualified plan allows your money to continue growing tax-deferred until you receive distributions in retirement. We can help you determine if a rollover is the right move for you.
If you decide to cash out of an IRA, we can help you find suitable vehicles to help you reach your retirement income goals.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at Michael@ladinfinancialgroup.com or call us at (305) 444-4898 today!
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.
*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.
The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.
All written content on this site is for information purposes only. Ladin Tax & Financial Group nor its employees offer tax or legal advice. Opinions expressed herein are solely those of Ladin Tax & Financial Group and our staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Ladin Financial Group, a Registered Investment Advisor in the State of Florida. Insurance products and services are offered through Ladin Consulting Group. Ladin Tax & Financial Group and Ladin Consulting Group are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Florida or where otherwise legally permitted.