Greg & Adele Davies (435) 767-1415Retirement Planning and 401(k) Rollover Options
You worked hard to build your retirement savings. Greg & Adele can help you explore retirement insurance and annuity options that fit your goals.
Plan for retirement income
Think about your expected expenses, existing income sources, and how much access you need to your savings. Your priorities can help guide the conversation about retirement insurance options.
Understand annuities
An annuity is an insurance contract that may provide income now or in the future. Compare contract terms, fees, withdrawal limits, surrender charges, and the guarantees offered by the insurer.
Review an old 401(k) or employer plan
Depending on the plan and your circumstances, options may include leaving the money in the plan, moving it to a new employer plan, rolling it into an IRA, or withdrawing it. Compare the costs and tax consequences before deciding.
Make an informed choice
Bring your questions and goals to a conversation with Greg & Adele. For rollover or tax decisions, coordinate with your plan administrator and tax professional.
Choose your next step
Greg & Adele are ready to help you understand your options.