401(k) Rollovers

If you have left a job and have a 401k with your former employer, we can take the required steps on your behalf to get your funds put into your own account. Our efficient, long-term approach is ideal for retirement planning. We carefully research each investment to help you pursue your long-term goals. A simple 401(k) rollover can expand your investment opportunities and can be done without taking a taxable distribution or incurring penalties.

We can offer you information and insight on your choices. We can help create a portfolio that is right for you based on your specific situation. The Waterstone team has the experience and knowledge to help you roll over your employer-sponsored retirement account assets and determine which funds best fit your investment approach.

When you leave your employer, you will need to decide what do to with the money you have accumulated in your employer's 401k, 403b, 457 or other retirement plan. For some investors this may represent a sizeable investment. As a result, it is crucial to make an informed decision.

QUOTE:

“The investment team at Watersone are people you can trust. Their knowledge and friendliness makes me feel they are doing all they can for me.” - Loreda Hampton

Testimonials contained herein are representative only of the experiences of the stated brokerage client and are not indicative of future performance or success. These testimonials were freely given by the client named.