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Toll Free (866) 407-4320
Toll Free (866) 407-4320
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The Virtus View is a weekly to bi-weekly e-mail publication that Brian authors in order to keep you updated on the current market situation.
IRA/401K Rollovers
If you have changed jobs or retired, or have money in a former employer’s retirement plan, determining what to do with your retirement savings can be overwhelming.
Recent tax law changes have dramatically impacted the options available for retirement savings plans. For example, two tax bills passed in August 2006 include major changes to 401(k), Roth IRA and 403(b) plans. We update our clients regarding how these changes will impact their retirement savings and how to structure their rollover accounts to take advantage of these new provisions.
If you are uncertain how net unrealized appreciation can impact your 401(k) rollover or how the new tax laws positively impact Roth IRA conversions, we believe it is imperative that you speak with a financial professional before making any rollover decisions.
CONTACT US: 2435 E. Southlake Blvd • Suite 120, Southlake, TX 76092 • (817) 717-3812
Toll Free (866) 407-4320 • Fax (817) 416-6585 • BTillotson@VirtusWealth.com
Toll Free (866) 407-4320 • Fax (817) 416-6585 • BTillotson@VirtusWealth.com
Securities & Advisory services offered through VSR Financial Services, Inc., a Registered Investment
Adviser and Member FINRA & SIPC. Virtus Wealth Management is independent of VSR.
Adviser and Member FINRA & SIPC. Virtus Wealth Management is independent of VSR.
