Starting a new job is exciting, but what happens to the retirement savings you've already built up? Leaving your 401(k) behind with your previous employer may mean missed opportunities for growth, flexibility, and security. Now is the perfect time to take control of your retirement funds by rolling over your 401(k) to an IRA, and here’s why it's a smart move.
Planning for your financial future can feel complex, but finding the right insurance & financial professional to guide you shouldn't be.
Explore insightful content that keeps you ahead of the curve and in tune with the pulse of what's happening in the insurance and financial industry.
Any seasoned life insurance professional will say, that preparing for your future requires a customized approach. No two individuals or families are the same, so your life insurance strategy should...
Read moreStarting a new job is exciting, but what happens to the retirement savings you’ve already built up? Leaving your 401(k) behind with your previous employer may mean missed opportunities for...
Read moreAre you approaching retirement and wondering how to secure a steady income? Planning for retirement can feel overwhelming, but you can achieve financial peace of mind with the right tools..
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Oppenheimer & Co, Inc.
888 Veterans Memorial Highway, Suite 400 Hauppauge, NY 11788(631) 382-2504 [email protected]
An estimated 1 in 5 U.S. workers have left behind or forgotten 401(k) retirement accounts, according to estimates by Capitalize, a financial services company. Source: CNBC
IRAs Offer More Investment Options Compared to 401(k) Plans – An IRA is typically held by a brokerage or investment firm. In general, it offers more investment options than a 401(k), but contribution limits maybe much lower. Source: Investopedia
Nearly 7 in 10 retirees who own an annuity are more confident their savings and investments will not run out if they live to age 90, compared with 57% of retirees who don’t own an annuity, the 2016 LIMRA survey found. Source: Kiplinger
Because your values and goals are personal to you, a one-size-fits-all solution simply won't do.
Consulting with an experienced professional can help you explore options to find the right balance of benefits tailored to your needs.
As your life evolves, so do your needs. I’ll be there to help you every step of the way.
Planning for your financial future can feel complex, but finding the right insurance & financial professional to guide you shouldn't be.
Explore insightful content that keeps you ahead of the curve and in tune with the pulse of what's happening in the insurance and financial industry.
Any seasoned life insurance professional will say, that preparing for your future requires a customized approach. No two individuals or families are the same, so your life insurance strategy should...
Read moreStarting a new job is exciting, but what happens to the retirement savings you’ve already built up? Leaving your 401(k) behind with your previous employer may mean missed opportunities for...
Read moreAre you approaching retirement and wondering how to secure a steady income? Planning for retirement can feel overwhelming, but you can achieve financial peace of mind with the right tools..
Read more