Maverick Financial supports Your Financial Goal with a Financial planning Centric approach.
Maverick Financial seeks to assist in the questions you face in life, here are some resources for you!
What are my options for my 401k at my former employer?
In general, there are three options for your 401k at your former employer, and each has advantages or disadvantages based on your specific situation.
Based on the IRS guidelines, the participant account can
Please reference the chart provided by the IRS for guidance…IRS Rollover Chart on irs.gov
If you have questions, let's discuss your specific circumstance!
Many utilize business retirement plans for their primary retirement savings; however, other options are available for specific goals, supplemental retirement assets, or just to participate in our capital markets. Common options include a Traditional IRA, Roth IRA, or a taxable Brokerage account.
Children have special needs in the financial world. Here are a few options to consider depending upon your specific circumstances.
Here's a resource to learn about Getting a Head Start on College Savings.
Would you like to discuss your options?