Marcus Crawshaw an executive and is an owner of Fifty-Six Group, a $5M dollar RIA. Marcus has held an industry securities registration for 11 years and is subject to SEC oversight.
Without going into great numbers detail, this one page write-up captures when the opportunity presents itself, why it is wise to roll over 401k assets into an IRA.
This paper helps to clarify which account type, ROTH or Traditional Retirement Account(s), makes more sense for most people. More to the point, under which scenario, using today's metrics (i.e., tax rates, etc.) will provide a greater amount of capital when it is all said and done.
|High Net Worth Individuals||10%|
|Corporations or Other Businesses||5%|
|Fifty-Six Group||11 years, 6 months||Nov 2001 - Present|
|Uniform Investment Adviser Law Examination||Series 65||12/21/2000|
This advisor has certified that they are compensated solely by their clients, and do not accept commissions or compensation of any kind based on the products they recommend.