IRA Rollovers
Moving money from your qualified plan into an IRA is generally very straight forward. We can help make this
process as simple as possible. There are circumstances, however, that require extreme care. If your plan
contains company stock, is an ESOP, a 457, or other unique qualified plan, we must plan carefully so as to limit
your current or future tax burden. When necessary we can work with your tax professional to ensure that your
plan is moved into the appropriate type of account.
process as simple as possible. There are circumstances, however, that require extreme care. If your plan
contains company stock, is an ESOP, a 457, or other unique qualified plan, we must plan carefully so as to limit
your current or future tax burden. When necessary we can work with your tax professional to ensure that your
plan is moved into the appropriate type of account.
IRAs offer unique opportunities from a tax perspective. Depending on your age and income we may be able to
suggest strategies to move assets from a traditional IRA to Roth IRA and minimize the overall tax impact.
suggest strategies to move assets from a traditional IRA to Roth IRA and minimize the overall tax impact.
| Securities offered through NEXT Financial Group, Inc. (NEXT), member FINRA, SIPC, a registered Investment Advisor. Kodiak Investment Management is not an affiliate of Next Financial Group. Neither NEXT Financial Group, Inc. nor its representatives are qualified to give tax or legal advice. Please consult your tax or legal professional regarding your particular situation. Kodiak Investment Management, 16 2nd St NE Aitkin, MN, 56431 Phone: 218-927-1800, Fax: 218-927-1803. To view NEXT Financial Group's privacy policy and other important information, visit the "Clients" section of www.nextfinancial.com. www.SIPC.org www.finra.org |
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Kodiak Investment Management
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We can also use your IRA’s tax deferral feature. We may be able to reduce present taxes while still positioning
for growth by carefully choosing which assets to hold in your IRA and which to hold in your taxable account.
While we do not give tax or legal advice, we design your portfolio with the tax impact in mind.
for growth by carefully choosing which assets to hold in your IRA and which to hold in your taxable account.
While we do not give tax or legal advice, we design your portfolio with the tax impact in mind.
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