IRA and 401k rollovers

401k and Employer Plan Rollovers

Many retirees don’t realize that 401(k)s can be rolled over after age 59 ½, even if an employee is still working and may continue to do so for many years. At age 59 ½, a near-retiree should consider the advantages of rolling over their 401(k) (a non-taxable event if done properly) to vehicles that will generate income and reduce risk for them in the process. Our professional team at Hartman Retirement Partners can initiate these rollovers for you and make sure these transactions are non-taxable events.