Should I Rollover My 401(k)?

Updated: Apr 15, 2019

401(k)s and IRAs have many unique features that may be meaningful to your client depending on their situation. The decision involves a discussion that is about more than just fees and investment selection.


At Castle Hill we specialize in 401(k) rollovers. If you find it advantageous to rollover your 401(k), please reach out to us here.



Updated for 2019