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Rolling Over Funds from Employer's 401k, IRA Retirement Savings Plan

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Rolling Over Funds from Employer’s 401k, IRA Retirement Savings Plan

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Rolling Over Funds from Employer’s 401k, IRA Retirement Savings Plan.

About the Video

Rolling over funds can be confusing with so many rules and regulations to consider. In this video, I wanted to talk in detail about rolling over funds from an employer’s retirement savings plan and provide you with pros and cons, as well as give you tips on how to avoid common pitfalls in the distribution phase of retirement.

Rem Oculee

Founder and CEO

Should you consider a rollover?

Rolling over from an employer saving’s plan can be beneficial for your future retirement, but with so many unknowns, you may feel overwhelmed or intimidated from doing so.
That’s why I did this video – to help you understand some of the rules, regulations, and taxes you may face while rolling over your funds.
✔︎ Reasons to rollover to an IRA
✔︎ Reasons to leave in, or rollover to, an employer’s savings plan
✔︎ Considerations for distributions from designated Roth IRA accounts

Meet the Presenter

Rem Oculee

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.

Have questions? Contact us.

Copyright © 2021 Confidence Wealth Management LLC.
All rights reserved.

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.