Take Point on Retirement

💡 In-Service Rollovers at 59½: Is Moving Your 401(k) a Smarter Move?

Turning 59½ can unlock a powerful (and often misunderstood) retirement planning option: the in-service rollover.

Many workplace plans allow you to move part of your 401(k) into an IRA while you’re still working, under rules set by the Internal Revenue Service.

But is it actually better than staying in your employer plan?

In this video, with and break down:
👉 What an in-service rollover really is
👉 When it makes sense — and when it doesn’t
👉 What to compare before making a move (hint: fees, investments, advice, and protections)

If you’re approaching (or already past) 59½, the in-service rollover can be a powerful strategy to help you prepare for retirement. To talk through the pros and cons with Erick, please call 352-616-0511 or visit www.TakePointWealth.com