Take Charge of Your 401(k)

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We at Wilson Financial Services, Inc., are dedicated to the basics:

Identifying your goals
Developing a plan based on sound advice and knowledge
Implementing the plan: updating it on a regular basis
The key to our success, and yours, is our concept of a team effort. We have assembled a staff of professionals who have the knowledge, the experience and the sophisticate

Gather powerful information that could potentially save you thousands in taxes and fees
Learn tips to help put you one step ahead in your retirement preparations
Learn how to avoid critical 401(k) mistakes that can be difficult to correct

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If you're happy with your former 401(k), you can leave your account where it is.

You can roll over your old 401(k) into your new employer's program.

You can elect to roll over your traditional 401(k) into a traditional IRA.

“Many Americans have old 401(k) plans, which may not be properly positioned to help them prepare for retirement."

- From Take Charge of Your 401(k)

Take Charge of Your 401(k)

If you switched jobs or are preparing to, download your complimentary ebook to help you decide what to do with your 401(k).

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