401(k) Rollover | PSR Assurance

Client Profile: A client nearing retirement who wanted to maximize their 401(k) savings by rolling it into an IRA.
Challenges: The client was concerned about the tax implications and wanted to ensure they made the best choice for long-term growth.
Solution: You guided the client through a 401(k) rollover into a Roth IRA, allowing for tax-free withdrawals in retirement and more control over investments.
Results: The client now enjoys a diversified, tax-efficient retirement portfolio that aligns with their future income needs.
Key Takeaway: A well-executed 401(k) rollover can optimize retirement savings and minimize tax burdens.