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401K Rollovers

Define your retirement goals.

Will McWhorter and Wayne Wilson of Wilson McWhorter Financial focus is on helping you define your retirement goals, identify and address any potential obstacles, and create a plan to help you enjoy a guaranteed retirement income. We use several different strategies to help you do that.

401K Rollovers/IRAs

If you’ve had a job, chances are you may well have a 401k or IRA through your employer. And if you’ve had more than one job, you very well may have a 401k or other qualified plan sitting at an old employer. One of the ways we can help is to help you identify when it may be time to rollover a 401k into an IRA or other vehicle that may be able to better serve your needs, provide more options, and streamline your retirement.

401(k) vs. IRA: Should you roll over?

Rolling your 401(k) into an IRA is often a sound move, but there are several factors.Reasons to stick with the 401(k):
  • You plan to retire early…or late
  • You want to invest in a Roth IRA but earn too much to contribute
  • You’re worried about lawsuits
Reasons to roll over to an IRA:
  • Your plan has high-cost investments
  • You have multiple dormant 401(k) accounts from previous jobs
  • You would like more flexibility in your investment choices than your 401(k) plan allows
  • You want a broader range of choices to create a lifetime income
  • You want flexibility for withdrawals
  • You want potentially greater flexibility in transferring assets to heirs
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THOMSON

244 Jackson St.
Thomson, GA 30824

706-564-5357

Martinez

550 Blackburn Dr.
Martinez, GA 30907

123-456-7891

LINCOLNTON

130 N. Washington St.
Lincolnton, GA 30817

706-318-3824

Facebook-f Instagram Linkedin-in

STAY CONNECTED.

Sign up to read our weekly newsletter!

  • This field is for validation purposes and should be left unchanged.

MARTINEZ

550 Blackburn Dr.
Martinez, GA 30907

123-456-7891

LINCOLNTON

130 N. Washington St.
Lincolnton, GA 30817

706-318-3824

THOMSON

244 Jackson St.
Thomson, GA 30824

706-564-5357

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