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Adam Herzing, CFP
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401(k) and IRA Rollovers


When you leave a job or retire, you have a decision to make regarding your 401(k) money. While leaving those assets in the former employer's plan is an option, a rollover can be a consideration. Working with your tax advisor, we can help you determine the right course of action for you. This may include: leaving the funds in your existing plan, if permitted, or rolling them into your new employer's plan, if one is available and rollovers are permitted. Each choice offers advantages and disadvantages, depending on your specific needs and retirement plan, such as the desired investment options and services, applicable fees, expenses, and withdrawal options, as well as required minimum distributions and tax treatment of applicable options.


Neither New York Life Insurance Company nor its agents offer tax advice.

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Adam Herzing, CFP
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  • About
    • How We're Different
    • Meet Your Team
    • Strategic Resources
    • You-Centric Approach
  • Expertise
    • Services for Individuals & Families
    • Services for Businesses
    • Services for Pre-Retirees & Retirees
    • Life Plan Strategies for Your Business
    • Lifetime of Hope
    • Navigating Income Tax
  • Resources
    • Weekly Market Overview
    • Our Blog
    • Investment News
    • Combined Video Library
    • Newsletter Articles
  • Contact
    • Get a Second Opinion
    • Office Information
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