Padua Financial Services · Padua Insurance Agency, LLC

Your 401(k). Your next chapter.

Changing jobs or preparing to retire? A Retirement Account Options Review helps you compare your choices before moving money.

Keep your current plan

Leaving eligible assets in the existing plan can be a valid choice. Review fees, investments, services and withdrawal rules.

A new employer plan, an IRA or a distribution can have different costs, protections and tax consequences. Eligibility matters.

Consider timing, debt, emergency reserves, Social Security and taxes before deciding.

There is no automatic rollover and no obligation to purchase. This review does not recommend a securities transaction or establish suitability.

Request a conversation, confirm the right professional and agree on the scope before proceeding. The first 15 minutes are complimentary.