Retirement Goals
401(k) or 403(b)

You work hard for your money. What are you saving for?

  • - Health care
  • - Financial security
  • - Peace of mind

Investment Account.
We will explore your investment options so that you can reach your goals.

You've come to the right place for information about rolling over your 401(k) savings account.


401k Basics

 


"What is a 401(k) Rollover?"

A rollover is the process of moving your retirement savings from your retirement plan at work (401(k), profit-sharing plan, etc.) into an Individual Retirement Account (IRA).

Benefits of Rolling Over Your 401(k)

 

Rolling over to an IRA allows you to keep your savings tax-deferred and typically gives you a broader choice of investments.

 

Expert Answers to Your Questions

 

You've come to the right place for answers about your 401(k). We have compiled some frequently asked questions (FAQs) about rolling over your 401(k). Or e-mail or call us today for individualized guidance.

 

Securities and Advisory Services Are Offered Through VSR Financial Services, Inc., a Registered Investment Adviser and Member FINRA and SIPC. Michael Sylkatis is independent of VSR. A Registered Representative may only transact business in states where they are registered, or exempt from registration. Currently we have Representatives registered in TX, CA, IL, IA, KS, LA, MA, MN, NE, and OK. If your resident state is not listed, please contact us at 972-346-3046. Under normal circumstances, securities licensing procedures for additional states may take 24-72 hours. We will not effect or attempt to effect securities transactions, or provide personalized investment advice to, or communicate directly with residents in a state in which a Representative is not registered.