Are you ready to take charge of your financial life? We, at Evans Financial Services in Marion, are here to help you do just that. We offer financial advisory services to make sure you are setting yourself up for financial success in the future. 

In this blog, we provide valuable information that could help you potentially save thousands of dollars on your taxes and fees when it comes to your 401(k). Continue reading to learn more, and be sure to schedule a free financial strategy session with our team at Evans Financial Services today!

Access More Investment Choices That Benefit YOU

Did you know that the average American employee switches jobs 11 times before they retire? That means, there are likely old 401(k) plans that aren’t being properly allocated to help with their retirement. There are many options you have when it comes to rolling over your 401(k) plan to benefit you, one of which is rolling over your 401(k) plan into an IRA. In doing so, you are opening yourself up to a host of different investment options that you can use to build an investment strategy that will help you achieve your long-term financial goals. 

There are three other basic options you have when it comes to your 401(k) plan that you can leverage to keep up with your financial needs. Simply fill out the form below to unlock the other three options!

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Slash Your Expenses

As you likely already know, 401(k)s, in addition to other retirement accounts, are usually accompanied by various fees and expenses that come out of your investment. While some of these expenses and fees are unavoidable, there are different investments that may align with your financial goals better than the one you are currently investing in. Rest assured, we at Evans Financial Services in Marion don’t have sales quotas and we aren’t tied to proprietary investments, so you can have peace of mind that when you take our financial advice, you know it’s in YOUR best interest. Schedule a free financial strategy session with our team today to discover all of your options!

There are three other basic options you have when it comes to your 401(k) plan that you can leverage to keep up with your financial needs. Simply fill out the form below to unlock the other three options!

Think Twice Before Cashing Out

When it comes time to roll your 401(k) or other workplace retirement plan into an IRA, you can either do a direct transfer or liquidate your old plan and receive the money outright. While having access to that amount of money can be tempting, it can result in costly penalties and taxes, as well as potentially prohibiting you from years of future financial growth.

Luckily, our team at Evans Financial Services have helped many clients with this step in their investment and know how to navigate the process in a way where you can avoid those pesky fees and taxes. One of those tactics is a special tax strategy, which our team has seen great success with. Fill out the form below to learn more and receive a complimentary consultation to explore your options.

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Ready To Take Control Of Your Financial Life? Let’s Get Started!

At Evans Financial Services, our top priority is educating our clients about all of their investment options, while developing an investment strategy that is catered towards them. Whether you’re not sure where to start, or you’re on the fence about what to do with your 401(k), we are here to help! 

We know life gets busy, and it can be easy to let your investment sit on the back burner for a while. However, if you leave it without assessing if you have the right investment strategy in place, you can be costing yourself a large sum of money in fees and expenses without even realizing it. Consult with our expert financial advisors about your investments to make sure you’re only paying what’s necessary, not a dime more. To read in more depth about all of the steps we have mentioned in this blog, fill out the form below. In doing so, you will unlock valuable tips and resources that will help you take control of your finances. For assistance with creating an investment strategy or to discover your different options you have when it comes to your retirement investment, schedule a free financial strategy session with us today.

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