At Belmont Capital, we love walking our clients through the process of a 401(k) or IRA rollover. Many retirees or pre-retirees have the desire to begin a rollover but aren’t sure how to do it. A mistake with your rollover could potentially cost you thousands of dollars meant for your retirement.
Our team of professionals can show you exactly how to begin your rollover. You’ll feel comfortable and at ease as we help walk you through the process for your IRA or 401(k) rollover.
We also offer service through Roth conversions. We look at where you are on your retirement journey along with current market and future projections to help determine if a Roth conversion is right for you. Depending on your situation, a Roth conversion may save you money on paying more in taxes in the future.