OUR PRODUCT / INACTIVE 401K

INACTIVE 401K

401K is a popular retirement savings account in the United States,
created to help workers save and invest for their future retirement.

What to do with your Inactive 401K

Here are 3 cases of use after retirement from the old company if you have not reached retirement age

Option 1

Wait until 59.5 to cash out

  • No longer able to contribute
  • Fees are typically higher to manage the account
  • Depending on the types of strategy, your money could be affected by the market loss

Option 2

Rollover to
New Employer

  • Combine the old 401k with new 401k
  • Keep in mind you can only choose the investment strategy that's available within that company

Option 3

Rollover to Traditional IRA

  • You have complete control of your investment strategy
  • No penalty when you rollover to Traditional IRA
  • No fees with our company

WHAT ARE INCLUDED IN LIVING BENEFIT

Coronary Artery Disease

Severe Burns

Stroke

Traumatic Brain Injury

Cancer

Disability Accident

Blindness

Sudden Cardiac Arrest

Amyotrophic Lateral Sclerosis

Aplastic Anemia

Paralysis

Fibrosis

Coma

Heart Transplantation

Motor Neuron Disease

Coronary Artery Bypass

Organ Transplantation

Kidney Failure

GET A QUOTE

We are more than happy to assist you!

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    Houston, TX 77079
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