Call Us Call Us

IRA & 401(k) Rollovers

When you change jobs or retire, there are four things you can generally do with the assets in any employer-sponsored retirement plan:

  • Leave the money where it is
  • Take the cash (and pay income taxes and perhaps a 10 percent additional federal tax if you are younger than age 59 ½)
  • Transfer the money to another employer plan (if the new plan allows)
  • Roll the money over into an IRA

Rolling over from one qualified plan to another qualified plan allows your money to continue growing tax-deferred until you receive distributions in retirement. We can help you determine if a rollover is the right move for you.

If you determine to cash out of an IRA, we can help you find suitable vehicles to help you reach your retirement income goals.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

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.


By providing your contact information, you may be offered information regarding the purchase of insurance products.

Investment advisory services offered through Global Financial Private Capital, an SEC-Registered Investment Adviser ("GFPC"). SEC registration does not imply a certain level of skill or training. Securities offered through GF Investment Services, LLC, Member FINRA/SIPC. ("GFIS"). Omnitrust Financial Group, GFPC and GFIS are not affiliated entities. One or more individuals at Omnitrust Financial Group are investment adviser representatives of GFPC and may receive compensation in exchange for soliciting investment advisory services provided by GFPC on behalf of Omnitrust Financial Group clients. One or more individuals at Omnitrust Financial Group are registered representatives of GFIS and may receive compensation in exchange for the purchase or sale of securities.

Neither GFPC nor GFIS is affiliated with the website represented. GFPC and GFIS are not responsible for the views and opinions contained herein, and make no representations or warranties about the accuracy, reliability, completeness or timeliness of the content, and do not recommend or endorse any specific information herein.

This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security or other financial instrument, nor does it constitute an offer to provide or investment advisory or other services by GFPC or GFIS. Nothing contained on this website constitutes investment advice or offers any opinion with respect to the suitability of any security, and the views expressed on this website should not be taken as advice to buy, sell or hold any security.