Do You Have Questions About What to Do With Your Old 401(k) or Employer Plan?

This FREE Guide reveals 5 options for old 401(k), 403(b) and some 457 plans.

5 options for handling your old employer plan (and what to do next)

Pros and cons of each strategy to help you make the best choice for you

Complete form to download.

We do not sell, rent, trade, or otherwise transfer to outside parties your personal information 

Click HERE if you have questions and would like to be contacted.

A good plan begins with a good conversation!

W.M. Durham Associates LLC
2010 Raymond Diehl Rd., Ste. 102
Tallahassee, FL 32308
800-396-3420
info@wmdallc.com

W.M. Durham Associates LLC is an independent financial services firm that creates retirement strategies using a variety of investment and insurance products.  Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.  WM Durham Associates LLC nor any of its employees provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

 

W.M. Durham Associates LLC is not affiliated with or endorsed by any government agency, including the Centers for Medicare & Medicaid Services and the Florida Retirement System (FRS).

All material should be regarded as general information.​​