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401K Rollover
For many clients, their 401K may be one of the largest assets they own and will play a major role in providing lifetime income. As retirement nears, it is critical to take a different approach to how your 401k is invested. Accumulation should become secondary to Preservation of your nest egg.
When individuals are young and starting out in their careers, they can typically afford to take on more risk with their investments. If they experience losses, there are plenty of working years ahead to recoup those downturns. These are known as the ACCUMULATION YEARS.
As we get closer to retirement, our emphasis should shift from accumulation to protection, and this means taking less risk and focusing on preserving the nest egg we’ve worked so hard to build.
Our advisors have a variety of financial solutions available that provide solid growth opportunities while still focusing on downside protection and risk mitigation. Let us create a plan for you to grow and preserve the capital you’ve spent your entire career building, so that it is there when you need it for income in retirement.
