Broker Check
AIP Financial Services

Enhancing Retirement for Michigan Families Since 1993

(866) 247-6663 • (248) 312-2652

2041 E. Square Lake Road, Suite 200
Troy, MI 48085


Retirement Plan Rollovers

When you leave your job, whether to retire or to move to a different job, we believe it’s generally a good idea to roll over your 401(k) plan into an Individual Retirement Account (IRA).

There are some exceptions to this strategy, such as if you’re between 55 and 59 ½ years old and wish to make withdrawals from your plan for income. For the vast majority of people, though, there are significant advantages to rolling your company’s 401(k) plan balance into your own IRA. You have more investment options, better estate planning advantages, and easier flexibility of movement. We specialize in qualified plan rollovers for our clients, and will assist in making sure your required distributions needs are met throughout your lifetime.