Starting a new job? We can advise you on what to do with your 401(k) or pension.
It is more probable than not that you will change jobs a few times throughout your career. If you took advantage of your employer’s 401(k) or pension plan, you now have a very important decision to make.

There are many factors to consider when choosing to roll out of your existing 401(k) plan or stay put. A plan participant leaving an employer typically has four options (and may engage in a combination of these options), each choice offering advantages and disadvantages. 1) Leave the money in his/her former employer's plan, if permitted. 2) Roll over the assets to his/her new employer's plan, if one is available and rollovers are permitted. 3) Roll over to an IRA. 4) Cash out the account value.

You may need to make these decisions rather quickly, and we are fully prepared to provide an easy experience for you to make an informed decision. We will provide you with appropriate options for your unique financial situation so that you can quickly move on to focusing on your new job!

Retiring from a lifelong career? Rollovers can get extremely complicated, but we’ve got you covered! At Hazelcreek, our Certified Financial Planners™ can help you potentially avoid those costly mistakes that many fall victim to every year.
There are many rules and tax implications to take into consideration and seeking professional help can possibly save you thousands of dollars! Let us be your qualified advisors as you take a very important step in your life.