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1040 E. State St., Olean, N.Y. • (716) 790-7000
343 N. Main St. Wellsville, NY 14895
343 N. Main St. Wellsville, NY 14895 343 N. Main St. Wellsville, NY 14895
WE CAN HELP WE CAN HELP WITH YOUR 401(K) OPTIONS WE CAN HELP WE CAN HELP WITH YOUR 401(K) OPTIONS CHANGING OR RETIRING? CHANGING JOBS JOBS OR RETIRING?
What should you withthe the 401(K) 401(K) money you’ve accumulated? What should you do do with money you’ve accumulated? AN HELP WE CAN HELP WITH YOUR 401(K) OPTIONS You may have up to four options:
may have up to four options: aveYou up to four options: Leave the money where it is 1. Leavewhere the money e money it is where it is
CHANGING JOBS OR RETIRING?
Roll it over to your new employer’s plan
2. Roll it over to yourRetirement new employer’s Roll it into an Individual Accountplan (IRA) ver to your new employer’s plan hould you do with the 401(K) money you’ve accumulated? 3. Roll it out intoand anpay Individual Retirement Account (IRA) Or cash it the tax consequences to an Individual Retirement Account (IRA) Gildner Wealth we can help you explore these choices and guide you 4.AtOr cash&itAssociates out and pay theManagement tax consequences ptions: it out and pay the tax consequences through the necessary steps.
Give us a call today for information or to complimentary consultation! At Associates Gildner & Associates Management canhelp helpa you these choices and guide ner & WealthWealth Management weweschedule can youexplore explore these choices and guide you Phone: (585) 296-3575 or checkthe us necessary out at www.gildnerassociates.com you through steps. through the necessary steps.
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Give us a call today for information or to schedule a complimentary consultation!
Give us a call today for information or to schedule a complimentary consultation! employer’s plan Phone: (585) 296-3575 or check us out at www.gildnerassociates.com Securities and advisory services offered through Commonwealth Financial Network,® Member FINRA/SIPC, a Registered Investment Adviser
Phone: (585) 296-3575 or check us out at www.gildnerassociates.com
Securities and advisory services offered through Commonwealth Financial Network,® Member FINRA/SIPC, a Registered Investment Adviser
Retirement Account (IRA)