401K/403b Rollovers

Rolling over your 401k/403b to an IRA:

Lally Wealth Management can help you rollover your old employer’s 401k or 403b and build a customized portfolio with no tax consequences.   While Managing a Qualified Plan and IRA Department for over three years, Michael assisted thousands of clients to direct rollover their old employer 401k/403b accounts into new Rollover IRA accounts.  Are you retiring and have questions about your rollover options?

Not many folks like calling their previous employer.  We can guide you through the 401k/403b paperwork to have your rollover go smoothly.   

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