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Rollover Decisions – 6 Rollover Options and its Pros and Cons
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Rollover Decisions – 6 Rollover Options and its Pros and Cons.
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Rollover Decisions - 6 Rollover Options and its Pros and Cons
About the Video
There are so many options when it comes to planning your retirement and every option has their pros and cons. In this video, I wanted to present some rollover options that you might consider with the hope that these pros and cons will you help you better decide how to plan for your future.
Rem Oculee
Founder and CEO
What should you do with your retirement money, like a 401(k), 403(b) or similar plan, once you leave your job?
A lot of people mistakenly think this is an easy choice, but that’s rarely the case. Depending on your particular situation, you may have up to six different options to choose from.
In this 30-minute webinar, I’ll go over each of those six options with you.
✔︎ When and if you should take a lump sum distribution
✔︎ Possible pros and cons for each of the six options
✔︎ When to roll your money to a new company retirement plan
✔︎ When to roll over to an IRA
✔︎ When to convert your funds to a Roth IRA
✔︎ Recent changes to IRA planning
✔︎ Common mistakes to avoid
Meet the Presenter
Rem Oculee
- Founder and CEO
Rem and his team at Confidence Wealth have continued to take a powerful, holistic approach to wealth management. Their process isn’t subject to whim, and it doesn’t believe that what happened in the past will always happen that way again. Rather, it draws on Rem’s 30 years of experience in both business and finance.
Since 1990, Rem has worked extensively with the financial industry to build a wide variety of individualized portfolios, engage a full range of investment markets, make risk assessments and grow clients’ net worth as cornerstones of his work. He continues to focus on strategy, leadership, and technological advances in the financial world’s ever-changing landscape.
Rem’s extensive research into a variety of large, complex investment instruments, along with advanced technical analyses of market trends and market psychology, helped him navigate Confidence Wealth through various economic conditions and investor trends.
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Confidence Wealth Management LLC (CWM) is a registered investment adviser in Nevada and California. Confidence Wealth & Insurance Solutions LLC (CWIS) is licensed under the NV Department of Insurance, license no. 3558680 and CA Department of Insurance, license no. 0K83183. CWM and CWIS are two separate affiliated companies. Consult with an attorney or CPA for usage of tax or legal concepts. Confidence Wealth Management LLC, its affiliated companies, and their representatives do not give legal or tax advice. This video may contain information that are close approximation to the totality of information available to us and not necessarily specific within regards to one situation or another. Some opinions and statements are informational. They are not investment advice as they may not be complete in terms of all details needed to affect an action you wish to undertake, investment strategy or plan. Pursuant to IRS Circular 230, the video is not intended to provide specific legal, tax, or investment advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. No estimates used are a promise of return. Also, many opinions are summaries and may not reflect all pertinent facts relevant to you. Nothing said herein should be used as a basis for investment decision unless you consult with your Confidence Wealth financial advisor. Past performance does not indicate future results. As you know, no one can predict the future. Thus, any forecast in this video is intended strictly as a possible future outlook and not a statement of fact as there could be any scenarios that are not in your favor when making a decision. You must examine all adverse and negative implications on any forecast when made. All information is based on the date of the video and may not be valid, may change, and/or may not be true any longer as time passes. Any information given is to be considered general and should not be undertaken without consulting with a Confidence Wealth Financial Professional that can understand your unique situation and give you a customized solution with a complete disclosure.