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    401(k) & IRA Rollover

    If you have recently retired or left your company you are faced with one of the most important financial decisions of your life. 

    Your 401k or IRA Rollover is an important decision

    Research shows we are living longer and that you should not rely solely on Social Security or Pension Plans for your retirement.  Therefore, how you handle your 401k, IRA, or qualified plan rollover is very important and can become the most critical component to your financial independence. 

    Cashing in your 401k or IRA can be a bad idea

    Beware of withdrawing money from your retirement savings plan account!  You will owe current income taxes on the eligible portion of your withdrawal and 20% is payable instantly through withholding or income taxes.  In addition, if you take the withdrawal before age 59 1/2, you may also owe an additional 10% early withdrawal penalty.  That could be an immediate 40% loss to your retirement account!

    For most people it is usually beneficial to rollover their 401k to an IRA because:

      •  A rollover is completely tax free and with no penalties.
      •  You don’t lose 30% to 40% of your account to taxes.
      •  Your account continues to grow tax deferred.
      •  You gain full control of your retirement account.
      •  You gain full control of your investment options.
      •  You control how risky or safe you want your investment to be.
      •  You can safeguard your account from any market risk.
      •  You can guarantee an income stream for life.

    We specialize in 401k and IRA Rollovers.

    At United Safeguard Financial Group we specialize in 401k Rollovers and IRA transfers.

    We have an easy 3 step rollover process that is designed to determine your objectives and match you with the most suitable company and investment.

    We can show you how to make sure your 401k or IRA rollover account is safeguarded from the downturns in the market.

    In addition we can also show you how to do 3 very important things:

      • Safeguard your rollover account from market risk.

      • Set up your rollover account so you receive an income stream for life.

      • Set up your account to take advantage of the Stretch IRA laws. 

    Call for a complimentary, no obligation consultation: 800-209-1244

    By contacting us, you may be offered information regarding the purchase of insurance and investment products.

    Your investment advisor is not permitted to offer, and no statement contained herein shall constitute tax or legal advice. You should consult a legal or tax professional on any such matters.

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    John Schnorr has over 17 years of experience designing portfolios to help retirees make more informed decisions to build a strong financial future.
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    The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

    Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A page 4, for additional information.

    Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and United Safeguard Financial Group are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.

    The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.