Generally, a rollover is tax-free distribution of cash or other assets from one retirement plan to another retirement plan. The contribution to the second retirement plan is called a “rollover contribution”.
Contact us for advice on how do you rollover and when
you should do it.
Silverstone Financial Services specializes in providing alternative plans to fix your IRA & 401K rollovers.*
We can find the best financial vehicle for you to help protect and grow your rollover funds.**
*Please contact your tax advisor for details.
**Guarantees provided by insurance products are backed by the financial strength and claims paying ability of the issuing company.
Let us guide youA IUL Index Universal Life Insurance Policy provides a death benefit to your surviving spouse, family, or other beneficiaries. (That, of course, is the primary reason to purchase a policy.) But this type of life insurance policy does more –it also provides the opportunity for cash value accumulation based on indexed interest.
And that can be a big help with addressing your financial concerns in the years ahead.
Let us guide you