• The possible role of insurance and investments in your financial strategy!

    Request a no-obligation meeting with Clark Financial Solutions today to discuss your financial strategy and how you may achieve a brighter financial future by working with an independent firm.

    Call Us Call Us

    Reston, VA Financial Services

    Discover the many opportuinites available to help secure your financial future through the use of insurance and investment products

    IRA & 401(k) Rollovers

    When you change jobs or retire, there are four things you can generally do with the assets in any employer-sponsored retirement plan:

    • Leave the money where it is
    • Take the cash (and pay income taxes and perhaps a 10 percent additional federal tax if you are younger than age 59½)
    • Transfer the money to another employer plan (if the new plan allows)
    • Roll the money over into an IRA

    Rolling over from one qualified plan to another qualified plan allows your money to continue growing tax-deferred until you receive distributions in retirement. We can help you determine if a rollover is the right move for you.

    If you decide to cash out of an IRA, we can help you find suitable vehicles to help you reach your retirement income goals.

    <<Back to Services

    Plan for Financial Independence

    To schedule a time to discuss your financial future, contact us at info@clarkfinancialplanning.com or call us at 703.796.0957 today!


    Your investment advisor is not permitted to offer, and no statement contained herein shall constitute tax or legal advice. You should consult a legal or tax professional on any such matters.

    Contact Us

    Phone: 703.796.0957
    Fax: 703.796.0838
    clientservice@clarkfinancialplanning.com

    Our Location

    1856 Old Reston Ave. Suite 203
    Reston, VA 20190

    Connect With Us

    Facebook
    Twitter
    LinkedIn