The Mark Anthony Group
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Qualified Plan Rollovers

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Qualified Plan Rollovers

Changing jobs and retiring are two transition times in our lives that can be stressful. Fortunately, we work with people every day who are in the same situation and looking to take control of an employer-sponsored plan or just need help transferring the money to another employer plan. We make a seemingly daunting task easy and are happy to help you with your qualified plan questions and needs.
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Here are four things you can do with the money in your employer sponsored retirement plan:
  • Leave the money where it is
  • Take the cash (and pay taxes, plus a 10% tax penalty if you are younger than age 59 ½)
  • Transfer the money to another employer-sponsored plan (if the plan allows)
  • Roll the money over to a self-directed IRA
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Let us help you determine if a rollover is the right move for you!

Contact Us
(954) 850-3535
2400 Commercial Blvd
Fort Lauderdale
Florida, 33308
Click Here to Email Us

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Contact Us

The Mark Anthony Group
2400 Commercial Blvd
Fort Lauderdale
Florida, 33308
(954) 850-3535
Click Here to Email Us


WEBSITE BY INSURANCESPLASH
  • Home
  • FINANCIAL FREEDOM
  • Tax Reducing Concepts
  • F.I.R.E. WORKS
  • Asset Protection
    • Annuities
    • Insuring your Retirement
    • Income Insurance
    • Life Insurance
    • Advanced Tax Planning
  • Videos
    • College Funding
    • IUL Retirement Plan
    • Executive Bonus
    • Salary Continuation
    • Taxes, Risk and Fees
    • Whole Life Cash Reserve
    • Private Equity Banking
    • Home Equity Transfer
    • Estate Planning
    • Living Trust
  • About
    • Accessibility Agreement
    • Blog
  • Business Credit