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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Swisher & Walker Financial Group and Securities America are unaffiliated.

 

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