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Unlock the Potential of Your Previous Employer-Sponsored Retirement Plans

What happens when your employment ends? Learn what to do with retirement plans from your previous employer.

Your retirement accounts are more than just a savings pot for the future. It has the potential to offer you a worry-free retirement.

At Valais Wealth Management we’re committed to helping you strive to optimize your retirement planning.

Learn Your Options

See what you can do with your tax-deferred savings. Get help with 401k, 403b, IRA, Roth, Brokerage Accounts & More.

Compare Top Choices

Evaluate what to do with the savings in a former employer’s retirement plan.

Build Your Strategy

Plan for your future by choosing options that best suit your financial needs.

Start working towards securing a Brighter Retirement Future

Your complimentary guide illustrates how your current financial decisions regarding your 401k, 403b, IRA, Roth, Brokerage accounts can greatly influence your future income, the financial flexibility you experience, and the efficiency with which your wealth is taxed – both now and when bequeathed to your family.

Consulting a professional is highly recommended to help you understand the choices around Retirement & Estate Planning which should include:​

  • Focus on goals-based retirement targets
  • Employee benefit optimization – maximising career benefits (401k, RSU, ESPP)
  • Creating tax efficiency in both investment strategies and distribution strategies
  • Risk management and insurance
  • Gift tax enhancement
  • Appropriate use of wills and trusts

Key Benefits Can Potentially Include

  • Taking early retirement
  • Greater financial freedom in retirement
  • Avoidance of probate
  • Reductions in taxation that your beneficiaries will pay upon receipt of your estate
  • Increase in charitable donations