401k, 403b, TSP Rollovers

401k, 403b, TSP Rollovers

You may roll over a 401(k), 403(b), TSP, or other employer-sponsored retirement plans.

Throughout your working years and after your retirement, obtaining professional advice should be regarded as a continuing need. Look at it as an opportunity for an objective financial check-up as you attempt to identify the expenses and habits you may change in your life.

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Retirement Transitions

Retirement Transitions

Although retirement is synonymous with liberty for many, it brings its share of uncertainty and questioning for others. You need to clarify your work and retirement goals and priorities.

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IRA & 401K Rollovers

IRA & 401K Rollovers

Both 401(k) s and IRAs provide valuable tax benefits to people saving for retirement, and at the same time, you can contribute to both. The main distinction between an IRA and a 401k is that an employer will draw up a 401k plan.

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IRA Distribution Model

IRA Distribution Model

It’s a good and worthwhile aim to save for retirement, but occasionally you encounter a hump on life’s highway and have to take some of your money back out.

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Retirement Planning

Retirement Planning

The simple word ‘retirement’ in an eight-hour shift gives a certain relief to those who work hard every day. Retirement could mean relaxing at home on a weekday morning, with a newspaper in hand.

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457 Plans

457 Plans

A 457(b) retirement plan, like its better-known counterpart — the 401(k) — is a tax-advantaged way to prepare for retirement.

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Our mission is to help you achieve your goals by showing you ways of protecting what's important to you, investing in your future, and preparing for your retirement.

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Infinity Financial Network are not tax professionals. Please consult an appropriately licensed tax professional for all tax related matters.