New gig? | Roll with it

Doing it your way requires you to focus on a long-term investment discipline and savings plan
to achieve your vision.

Be independent. Be proactive.

You generally have three options for your 401(k) or 403(b) retirement accounts:

Leave it with your former
employer

Learn more

Employ a direct rollover into
an IRA or your new 401(k)

Learn more

Cash out or take a lump-sum
distribution

Learn more

Want to learn more?

Visit our Rollover Resource Center

Figure it out. Do you need to roll over an old retirement account?

How much is your old IRA costing you? Calculate the fees.
Are you able to invest in the funds and asset classes you want in your portfolio?

Hi, I am and I have a
question about

AskWealthCoach permits users to submit questions about the WealthCoach program. Questions will be reviewed and responded to by a WealthCoach advisor or other Westwood Advisors representative depending on the nature of the question. Existing clients will not incur any additional fees for using AskWealthCoach. Other AskWealthCoach users will only be asked to provide contact information upon submitting a question. Using AskWealthCoach does not create an investment advisory contract or other relationship with Westwood or any of its affiliates.

Thank you for your question.

Your personal WealthCoach advisor will respond to you within the next 24 hours.

For Educational Purposes Only.

Information about IRA rollovers is intended to be educational only. It is not tailored to the investment needs of any specific investor.  This information should not be considered tax or legal advice.

IRA rollovers are subject to complex tax laws and regulations which are subject to change and which can materially affect investment results. Westwood cannot guarantee that this information is accurate, complete, or timely. Westwood makes no warranties regarding this information or results obtained by using it. Westwood disclaims any liability arising out of the use of, or any tax position taken in reliance on, this information. Be sure to consider all your available options and the applicable fees and features of each before moving your retirement assets.