401K/ IRA Rollovers

When you leave a job, you may not realize that the money in your employer-sponsored 401(k) plan can leave with you. Did you also know that the majority of plans allow employees to rollover funds while they are still working ?

We can assist you with your 401(k) rollover decisions, allowing you to transfer your balance into your own individual retirement account — while still keeping the money tax-deferred.

Our focus is on strategies to Grow Your Money Safe (with NO RISK of LOSS), Minimize Taxation when possible and create opportunities for Guaranteed Income for Life in future years.

If you are younger and have a number of years left in your work career, the more important question to ask yourself is:

  • Why Are You Saving This Way ? Is there another alternative that I should be considering to replace or, at least compliment what I am already doing ?
  • We educate our customers on the importance of understanding the OLD vs. NEW Rules of Retirement and developing savings strategies that address today’s current risks and have the flexibility to meet multiple needs.

401K/ IRA Rollover News You Should Know

Set up a Complimentary Meeting to Review 401K / IRA Rollover Options

Contact Me for a Complimentary Copy of this Insightful Book

Click Here to download the first chapter

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We are currently scheduling face to face meetings out 1 week.  Meetings are usually about 30 – 45 minutes.

We invite you to consider meeting here at our office in Allegan.  We are also willing to come meet at your home or a local coffee shop near you, if that fits your schedule better.

Please complete the following and let us know what dates and times work best for you.  We will reply and confirm within 24-48 hours.

Phone:  269-673-6266 or
Email:kevin@kinardfinancial.com

Whether we conference by phone or meet face to face,
request your Complimentary (no fee) appointment today.

Call: (269) 673-6266

Email: kevin@kinardfinancial.com

You can also send us a message online using the form below:

Contact Form

Address: 232 Trowbridge St., Allegan, MI 49010

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