IRA & 401(k) Rollovers

We can help you determine if a rollover is the right move for you, and we can help find the best vehicle to help conserve and grow your rollover assets.
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IRA & 401(k) Rollovers

When you change jobs or retire, there are four things you can generally do with the assets in any employer-sponsored retirement plan:

  • Leave the money where it is
  • Take the cash (and pay income taxes and perhaps a 10 percent additional federal tax if you are younger than age 59 ½)
  • Transfer the money to another employer plan (if the new plan allows)
  • Roll the money over into an IRA

Rolling over from one qualified plan to another qualified plan allows your money the potential to continue growing tax-deferred until you receive distributions in retirement. We can help you determine if a rollover is the right move for you.

If you choose to cash out of an IRA, we can help you find suitable vehicles to help you reach your retirement income goals.

Your investment advisor is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.

Strategies for Financial Independence

It is important to feel you have control over your future. At Nichols Financial, we offer our experience and knowledge to help you design your own strategy for financial independence.

Contact us today to schedule a no-obligation meeting! Call us at 410-925-7720 or connect with us online at info@nicholsfinancialinc.com.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Have Questions for Our Team?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

At Nichols Financial, we offer you the following services:

(Click the images below to learn more about each service)

Annuities

Wealth Accumulation

Asset Protection

Life Insurance

Retirement Income Strategies

Tax Minimization Strategies

IRA & 401(k) Rollovers

Inherited IRAs

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We can also refer you to professionals who provide the following services:

» Trusts » Probate » Charitable Giving » Estate Planning » Tax Planning » IRA Legacy Planning

Get access to our helpful retirement kit which includes three guides that address topics you should consider when planning your retirement.

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Jason Nichols is an Investment Advisory representative with investment advisory services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor. Greg S. Nichols is insurance licensed only and does not offer investment advice.

Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Global Financial Private Capital.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor.

*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.