401K ROLLOVER

If you've been contributing to a 401(k) plan offered by an employer and you change jobs, rolling your funds over to an IRA helps you control costs and gives you the flexibility to invest your assets in a wide menu of financial solutions. However, IRA rollovers can be complex. Using our knowledge and resources, we can help you by potentially offering:

• Penalty-free IRA distributions prior to age 59½ (IRS Rule 72(t))
• Special tax treatment of company stock held in your IRA
• Inherited and Stretch IRAs
• Roth Conversions

At Thompson & Thurman, we can help you roll your 401(k) assets into an IRA and develop a solid financial plan for the future. Contact us today at 806.352.3480 to learn more.