“Numbers never lie, after all; they simply tell different stories depending on the math of the...

If you have changed jobs, retired, or have money in a former employer’s retirement plan, determining what to do with your retirement savings can be overwhelming.
Your options are:
Recent tax law changes have dramatically impacted the options available for retirement savings plans. Tax laws are constantly changing. We update our clients regarding how these changes will impact their retirement savings and how to structure their retirement 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.
The information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.