Are you over 59 ½?

Most investors know that you’re allowed to transfer the money in your 401k account to an IRA after retirement, but did you know you can transfer 401k money years before retirement? Without penalty. Without taxes.

The technique is known as an “In-Service Rollover” and is available to any retirement plan participant who is 59 ½ or older. Federal law and your FedEx 401k plan provisions allow you to transfer a sizable portion of your 401k over to an IRA in your name. An In-Service Rollover (ISR) allows you to get more control of your hard-earned money, and in many cases you can upgrade the investments available to you.

Call us today at 1-800-301-8486, or email us at emailinfo@smithanglin.com, to learn more about the benefits of an In-Service Rollover, and whether doing one is right for you.

Provided by Smith Anglin, a 2018 Financial Times 300 Top Registered Investment Adviser Firm.

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