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TD Ameritrade Institutional is our principal custodian for client assets under management. All accounts are fully insured and the separate property of the client.
401(k) Rollover Options
When you change jobs or retire, you'll have several options for deciding what to do with the money in your employer-sponsored retirement plan. For tax purposes, the IRS rules are essentially the same, whichever option you choose. The main differences are in your investment choices and each option's rules.
One of the most important elements affecting overall retirement investment performance is the smart consolidation of accounts. Too many retirement accounts usually results in poor performance and excessive fees. A full review of each plan/account's features, costs and investment options is critical. High fees and underperforming investments are compounded for years and years.
|Rollover to an IRA||
|Remain in employer-sponsored plan||
|Transfer to another employer-sponsored plan||