Sometimes its difficult to make a decision on what to do with your 401(k) after leaving your place of employment. Perhaps you have recently changed jobs, retired, or been laid off. Dale seeks to shine some light on things you should be considering when looking for the advisor to help you roll this account over, avoiding taxes and unnecessary fees in the process. Call us if you would like for RDS Wealth to assist in this move. You will be amazed to see how easy it is when working with an advisory team that specializes in retirement planning. 270.600.PLAN
DISCLOSURE: R.D. Smothers Wealth Management is a state registered investment adviser under the laws of the Commonwealth of Kentucky. Registration as an investment adviser does not imply any level of skill or training. Insurance products and services are offered and sold through RDS Insurance Group. R.D. Smothers Wealth Management and RDS Insurance Group are affiliated but separate entities. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser.
For more information please visit: https://adviserinfo.sec.gov and search for our firm name. This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.
