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Grand Canyon

"How do I take charge of my 401(k)?"
Avoiding Common Mistakes
and Maximizing Your Retirement Savings

Whether you're switching jobs or reevaluating your financial future, this free guide helps you make smarter decisions with your 401(k).

Get answers to these questions:

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  • How do I avoid rollover mistakes that could cost me thousands in taxes and penalties?

  • What are the pros and cons of leaving my 401(k) where it is vs. rolling it over?

  • What should I consider when moving to an IRA or a new employer’s plan?

  • What are the key changes to tax laws? What do they mean for my retirement strategy?

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Take Charge of Your 401(k)
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Have a question? 

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Thomas J. Gilliam, Jr., CFP® 

President / Financial Advisor

Office: 636-777-7011

Carillon Group Insurance & Investments

We look forward to hearing from you...

(636) 777-7001

Mon-Fri: 8:00 AM - 5:00 PM

641 Cepi Drive 

Chesterfield, MO

63005-1269

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 *Representatives offer products and services using the following business names: Carillon Group – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Carillon Group or any other entity mentioned herein.

Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.

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Ready to take the next step in your financial journey?  Schedule a free consultation today!

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