West Chester Financial Planning, Investment Management, Retirement Planning and 401k Rollover

Serving Exton, Malvern, Downingtown and all of Chester County PA

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401(k) Rollover

Chances are very high that you will not be employed with the same employer for your entire life. This brings up the question of what happens to your 401(k) account with a particular employer when you change jobs.

As a general rule, we suggest you should not leave your money sitting in your former employer's 401k plan.  Employer plans may offer limited investment options.  By investing in an outside retirement savings account, like an IRA, you may have access to a more diverse selection of retirement investments.

Legacy can take the stress out of the rollover process and handle all of the details for you.  Please complete the form below or call us at 610-524-6801 to roll your old 401(k) program into an IRA with Legacy.  One of our experts will be in contact with you shortly.


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Legacy Wealth Management, LLC
658 Exton Commons
Exton, PA 19341
Phone:  610-524-6801   Fax:  610-524-6806
 
Serving the Financial Planning needs of Exton, Downingtown, West Chester, Malvern and all of
Chester County PA.



Securities offered through Ridgeway & Conger, Inc., Member FINRA/SIPC. 
Legacy Wealth Management, LLC and Ridgeway & Conger, Inc. are separate entities.

Ridgeway and Conger, Inc. may only transact business or render personalized investment advice in those states where we are registered or otherwise excluded or exempted from registration requirements.  This site is for informational purposes only.  Any communications with prospective clients residing in states where Ridgeway and Conger, Inc. and its registered representatives and registered investment advisors are not registered or licensed shall be limited so as not to trigger registration or licensing requirements.