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Wealth Services

401(k), IRA Rollovers, & Conversions

Guidance for your 401(k) & IRA Rollovers

Should you leave your money where it is, take the money and run, transfer it into another plan, or rollover into an IRA? Whatever you choose has far-reaching implications for your retirement.

We can help plan and execute the best option for you, allowing your money to potentially grow tax-deferred while providing you with more customizable investments.

  • Highly-trained staff
  • Assistance with account transition
  • Fortune 500 company experiences
  • Process complete in timely manner

Roth Conversions

The right move for you.

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 401(k) & IRA rollovers, fill out the form below
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