Navigating the waters of retirement plans and employment can be tricky. Whether you are a business owner, nonprofit director, or employee, you may be wondering:
| How do I rollover a 401(k) plan? |
| What is the best retirement plan I can offer my employees? |
| Is a 401(k) rollover right for me? |
| What do I do with my 401(k) plan when I move jobs? |
| Can I move my 401(k) to an IRA without penalty? |
| How do I rollover my 401(k) without incurring taxes? |
One Day In July, a low fee financial advisory firm, has a team of financial advisors that can help.
| We offer a low-cost 401k/403b retirement solution. |
| We select well-constructed, low-fee highly traded index funds for your plan. If you are a business owner, we include a wide array of options to employees. |
| We eliminate brokers, cut out conflicts of interest, and remove or drastically reduce hidden fees. In all that we do we are transparent, and low fees are our priority. |
| We maximize your savings and investments by using diverse options of index funds. |
| We advise as to how to best achieve your financial goals. By creating and monitoring your retirement plan, we are 100% focused on making sure you save and invest well. We are your fiduciary. We take this seriously. |
| We assist you with the conversion process. |
| We save you in taxes, as these plans offer tremendous tax benefits, both for executives and employees. |
| We reduce the risk of high-fee plans, which business owners are legally liable for. |
| We don't sell other products, like insurance or health benefits. We are independent. |
| We guide you to start - and stay - in a long-term model. |
| We focus. We simplify. We clarify. |
The decision to rollover a workplace retirement plan into a personal IRA account should be considered on a case by case basis, as it may not always be the most prudent choice, depending on the specific facts and circumstances of the case.
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