Your decision about what to do with your 401k may turn out to be one of the major financial decisions of your lifetime. That’s why I’m happy to offer this FREE digital handbook.

Making a 401(k) rollover on your own can be confusing. This valuable, detailed eGuide contains information on what your options are, why some options may be better than others, and covers early withdrawal and RMD rules.

If you find that you need further assistance on your 401K rollover, Adams Wealth Management is here to help you navigate this decision an avoid mistakes that could impact your future.

Adams Wealth Management offers a full range of financial services including handling 401(k) rollovers. As a Registered Investment Advisor, Adams Wealth Management can handle the needs of clients from all walks of life. If you are changing jobs or retiring, Adams Wealth Management is here to help you through the process of rolling over your 401(k).

Adams Wealth Management Group, LLC is providing the following information to you according to provisions of Section IX of the Best Interest Contract Exemption pursuant to the Employee Retirement Income Security Act of 1974 (ERISA) section 408(a) and the Internal Revenue Code (the Code) section 4975(c)(2). Section IX of the Best Interest Contract Exemption provides relief from the restrictions of ERISA section 406(a)(1)(D), and 406(b) and the sanctions imposed by Code section 4975(a) and (b) by reason of Code section 4975(c)(1)(D), (E), and (F) for the period from June 9th, 2017, to January 1, 2018 (the Transition Period) for Advisers, Financial Institutions, and their Affiliates and Related Entities, to receive such otherwise prohibited compensation subject to the conditions described in Section IX(d).

With respect to current and future investment advice referenced above:

• Adams Wealth Management Group, LLC acts as a fiduciary under ERISA, the Code, or both;
• Adams Wealth Management Group, LLC has provided investment advice that is, at the time of the recommendation, in the best interest of the Retirement Investor. Such advice reflects the care, skill, prudence, and diligence under the circumstances then prevailing that a prudent person acting in a like capacity and familiar with such matters would use in the conduct of an enterprise of a like character and with like aims, based on the investment objectives, risk tolerance, financial circumstances, and needs of the Retirement Investor, without regard to the financial or other interests of the Adviser, Financial Institution or any Affiliate, Related Entity, or other party;
• The investment advice provided has not caused and will not cause Adams Wealth Management Group, LLC or any Affiliates or Related Entities to receive, directly or indirectly, compensation for services that is in excess of reasonable compensation within the meaning of ERISA section 408(b)(2) and Code section 4975(d)(2).
• A full discussion of material conflicts of interest has been provided to you via Adams Wealth Management Group, LLC’s Form ADV Part 2A.
• Statements by Adams Wealth Management Group, LLC to the Retirement Investor about the recommended transaction, fees and compensation, Material Conflicts of Interest, and any other matters relevant to a Retirement Investor’s investment decisions, have not been misleading.
• Adams Wealth Management Group, LLC does not offer proprietary products or receive third party payments with respect to the investment advice provided.