Do your 401k plan’s investment results meet your expectations?
Did you know that many plans allow for in-service withdrawals for participants 59 ½ and older? Transferring your 401k funds to an IRA before you retire may offer a variety of benefits including locking in your income and increasing your investment choices. Anthony Sce’ III, CFP® AIF® will be happy to discuss your plan with you and review your options as you plan for retirement.
You may contact Anthony by phone or email:
515 Johnson Avenue, Suite 201
Bohemia, NY 11716
Ph: (631) 563-8433
Fax: (631) 563-7706
Securities and Advisory Services offered through United Planners Financial Services of America, a Limited Partnership, member FINRA/SIPC.
Executive Insurance & Financial Services and United Planners are not affiliated.
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