Where Is The Best Place To Rollover A 401K?

  1. 37376 POINTS
    David G. Pipes, CLU®, RICP®
    Business Development Officer, T.D. McNeil Insurance Services, Fresno, California
    If I had a 401(k) that I wanted to roll-over, I would seek the assistance of a licensed insurance agent that specialized in retirement income planning.  This agent will listen to you, provide sound financial advice and communicate clearly with you and the insurance company.  There are some pitfalls in the process so an experienced agent should be able to guide you safely through.
    Answered on August 15, 2014
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