Stonecreek Wealth Advisors, Inc. A Fee-only Registered Investment Advisor firm in Salt Lake City, Utah, providing Wealth Management Services : We offer institutional level investment portfolios that you can’t get with a Financial Planner, Financial Advisor, or an ordinary Investment Advisor.

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Can I rollover my 401(k) over for you to manage?

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If your 401(k) plan permits it, you can take a non hardship in-service withdrawal and redirect some of your 401(k) funds into an IRA.

First things first: make sure you can do this. Talk with your employee benefits officer at work, and see that the Summary Plan Description (SPD) permits non-hardship withdrawals. Talk with us to make sure it is an appropriate move for you given your overall financial plan.



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