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Nuts and Bolts: How to Roll Over Your Employer Retirement Plan Assets

BY Spectrum Wealth Management | May 17, 2022

Are you aware of the several options available for managing your retirement plan assets in the event you leave your job or retire? Here’s a helpful guide discussing direct rollovers, indirect rollovers, lump-sum distributions, and tax implications.

Spectrum Wealth Management, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Additional information about Spectrum’s investment advisory services is found in Form ADV Part 2, which is available upon request. The information presented is for educational and illustrative purposes only and does not constitute tax, legal, or investment advice. Tax and legal counsel should be engaged before taking any action. The opinions expressed and material provided are for general information and should not be considered a solicitation for purchasing or selling any security.