Our Services

Lightpath serves many different clients with a variety of financial planning needs. Like them, your needs are as individual as you are. As such, our team is proud to provide you with professional guidance and an array of financial planning and wealth management services that can be personalized to fit your situation.

IRA & 401(k) Rollovers

What’s the best way to handle old IRAs and 401(k)s?

Sooner or later, most Americans with retirement plans will be faced with receiving a distribution from their retirement plan and will need to make important decisions regarding how that distribution is handled. Being apprised of the choices available, and the possible consequences of those choices, may help protect the retirement funds you’ve worked so hard to accumulate. There are many situations that would warrant a rollover.

Decisions to roll over or transfer retirement plan or IRA assets should be made with careful consideration of the advantages and disadvantages, including investment options and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment, and your unique financial needs and retirement planning.

Rolling over from one qualified plan to another qualified plan allows your money to continue growing tax-deferred until you receive distributions in retirement. We can help you determine if a rollover is the right move for you.

What is your time worth?

The first step in reaching your goals is meeting with someone who can help get you there. We invite you to enjoy a complimentary consultation with one of our financial planners. It’s an opportunity for you to ask questions, talk informally about your dreams, goals and financial needs.  Take that first step and schedule an initial consultation.

Get started today!

Call us at
(502) 632-3624

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