401(k) Rollovers

Due to the current economic climate a great deal of companies are restructuring their pension and profit sharing plans in order to maximize corporate earnings. This is placing a great deal of pressure on employees to be more responsible for their own retirement. Also, we are finding that more people do not want to have their retirement assets with companies that are having financial difficulties.

Consolidated Financial Management & Tax Service is able to assist you with taking a distribution from your company's 401(k) without any tax ramifications. We can show you how to make a tax free distribution through a rollover, or an inservice withdrawl, so that it can be professionally managed in a separate account.