401(k), IRA Rollovers, & Conversions

401(k) & IRA ROLLOVERS

You may be asking yourself, “Do I leave my money where it is, take the money and run, transfer it all to another plan, or roll over into an IRA?” Whatever you choose, we can help you plan and execute the best option for you, potentially allowing your money to grow tax-deferred while also providing you with more customizable investment options.

We have a highly trained staff that will work to guide you in your 401(k) or IRA transfers or rollovers. At Hoffman Financial Group, you’ll have a primary advisor, but our full staff is available to assist with account transition. We have worked with many of the Fortune 500 companies here in Atlanta, so we are comfortable and capable to complete the process in a timely manner.

Roth Conversions

Converting a traditional IRA to a Roth IRA can provide tax-free growth potential and tax-free withdrawals in retirement. But it’s important to make sure a Roth conversion is right for you. Many retirees convert their traditional IRA — subject to income taxes on all earnings and deductible contributions — and then discover they would have been better off if they hadn’t converted. At Hoffman Financial, our professionals walk you through it to make sure a Roth conversion is right for you.

IRA & 401(k) Rollovers in Atlanta

To talk to one of our licensed advisors about rolling over your IRA or 401(k), fill out the form below, and someone will reach out to you.

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Thank you for visiting Hoffman Financial Group, Inc. social media pages. We are part of a highly regulated industry and therefore have some strict rules on replying to comments. If you do not hear from us, or we remove posts because they do not fall within specific guidelines, please do not take it personally. Hoffman Financial Group, Inc. reserves the right to remove any comments on the page that are exaggerated, misleading, or fraudulent.

No Testimonials – Industry regulations prevent us from posting comments about how well or how poorly anyone feels about working with Hoffman Financial Group, Inc.

Hoffman Financial Group, Inc. use of the "like" button is not an endorsement of the organization or individual who posted the content. All content, "likes", and followers of this page should not be considered as testimonials or advertisements.