Shamus Financial Services
  • Home
  • Product Details
    • Retirement Planning
    • Debt Elimination Strategy
    • Life Insurance
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    • Final Expense
    • Living Benefits
    • 401K Rollovers
    • Small Business Programs
  • Contact
  • APPLY
  • Privacy Policy
Shamus Financial Services
  • Home
  • Product Details
    • Retirement Planning
    • Debt Elimination Strategy
    • Life Insurance
    • Education Funding
    • Mortgage Protection
    • Final Expense
    • Living Benefits
    • 401K Rollovers
    • Small Business Programs
  • Contact
  • APPLY
  • Privacy Policy

401K Rollovers

Financial Strategies

When you leave an employer for non-retirement reasons, for a new job or just to be on your own, you have four options for your 401K Plan. 


  • Roll the assets into an individual retirement account (IRA) or convert to a Roth IRA
  • Keep your 401K with your former employer
  • Consolidate your 401K into your new employer's plan
  • Cash out your 401K


Let's review each of these strategies to determine which is the best option for you. 


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  • Home
  • Retirement Planning
  • Debt Elimination Strategy
  • Life Insurance
  • Education Funding
  • Mortgage Protection
  • Final Expense
  • Living Benefits
  • 401K Rollovers
  • Small Business Programs
  • Contact
  • APPLY
  • Privacy Policy

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