Have an old 401(k) from a former employer? We can help you weigh your options so you can make the right decision for your specific needs.

One great thing about a 401(k) retirement savings plan is that your assets are often portable when you leave a job. But what should you do with them? Rolling over your 401(k) to an IRA (Individual Retirement Account) is one way to go, but you should consider your options before making a decision. There are several factors to consider based on your personal circumstances. Contact us today so we can review your situation.

Schell Financial

By Appointment Only
100 N. State St.
Jerseyville, IL 62052