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Are you aware that many 401k plans have a provision for "in-service withdrawals"? This provision allows participants to roll money out of their current
employer's 401(k) plan to an IRA account. Why would anyone consider this?
- To diversify assets away from their employers (remember Enron?)
- To invest in assets that are unavailable to the 401(k) plan.
- "Stretch IRA planning" (call or email us for details of this planning).
Swisher & Walker Financial Group can review your 401(k) plan documents to help you determine if an "in-service withdrawal" is available to you.
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