Your position: Home / Austin / Legal Advice / Business Details

Henry Novak

Austin, TX Legal Advice
11782 Jollyville Rd, Austin, TX 78759

If you're a Texan and married, and you work for an employer who sponsors a 401K or other retirement plan, you may be able to access some of the wealth in that plan to invest in real estate. The assets in your plan are community property and as such, owned by both you and your spouse. Through provisions of the Texas Family Code, you and your spouse can enter into a written agreement to divide these community property assets into two separate property estates, one in your name and one in your spouse's name.

Once the agreement is in place and the partition is established, you can then rollover your 401K plan into a self-directed IRA at Henry Novak. From there, you can begin investing the money in real estate and other ventures. With the help of experienced professionals, you can develop a portfolio that works best for you and maximize the potential of your 401K funds.

Photo of Henry Novak Photo of Henry Novak

Related Merchants

Denver Infinium Investment Advisors

Infinium Investment Advisors

Infinium Investment Advisors is a Denver financial advisor dedicated to the needs of emerging affluent, young-to-senior execs and pre-retirees. With more than 30 years of experience in asset management, we offer comprehensive wealth management services including financial planning and investment management. Our independent advisory firm provides services to clients in Colorado, Michigan, Nevada, the United Kingdom, and beyond. Infinium takes a unique approach to risk management by adjusting assets based on current and anticipated markets, with priority given to protecting capital. This allows our clients to up their time and energy to focus on family, career, philanthropic pursuits, and personal development. As part of our plans, we specialize in 401k Rollover and IRA Rollover work. At Infinium Investment Advisors, we understand the value of your trust and work to honor it. Our experienced team uses a fresh approach to asset management that helps you get the most from your investments. Contact us today to learn more about our services.

Katy Cris Financial

Cris Financial

Cris Financial (Cinco Ranch Insurance Services) is a full-service, independent financial firm that helps people reach their economic goals. We provide a broad range of products and services to pre-retirees and retirees as well as business owners, and are committed to tailoring our advice to each individual. Our team of licensed financial advisors focuses on safe investment alternatives with minimal risk. We prioritize protecting clients' principal, keeping them shielded from market downturns. We also offer retirement income planning, wealth management, tax management, retirement strategies, estate conservation, insurance and annuity products, IRAs and IRA rollovers, and 401K rollovers. Cris Financial is the perfect choice for conservative investors. Our experienced advisors provide personalized service and sound guidance in order to take advantage of any financial opportunities available.

Livermore Insight Wealth Strategies - Livermore

Insight Wealth Strategies - Livermore

Insight Wealth Strategies - Livermore is a financial planning and wealth management firm that provides retirement planning, investment advice, estate planning, asset management, and other services to individuals and families. Our experienced financial advisors are committed to providing comprehensive solutions designed to help you reach your financial goals. We offer fee-based advice and utilize advanced strategies, such as 401k rollovers, tax reduction strategies, investment management, and stock option planning, to ensure that you get the most out of your investments. In addition, we specialize in special needs financial planning, long-term care, annuities, and are certified Financial Planner™ (CFP). Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.

Chino Hills The Financial Architects

The Financial Architects

The Financial Architects are experts in financial planning, offering a wide range of services including IRA and 401K rollovers, income protection, disability/illness protection, injury/death insurance, lifetime income, retirement planning, health insurance, key man insurance, business insurance planning, inheritance planning, living trusts, estate planning, group retirement plans, life insurance and final expense insurance, and Medicare Advantage and Medicare Supplements. They specialize in helping individuals and businesses achieve their financial goals. Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.

Bellflower Legal Ink

Legal Ink

Legal Ink is an independent business providing professional legal document preparation services. We specialize in areas such as divorce, child custody, child support, spousal support, modifications, qualified domestic relations orders, marital settlement agreements, declarations, prenuptials, judgment collection, name change, notary services, process server, wills, power of attorney, living trusts, resume preparation, contracts, travel letters for minors, and general forms. Our team is also now offering financial services, including 401k rollovers, term and whole life policies, and investment options. All of our services are registered, certified, and bonded, and we are committed to providing the highest quality of customer service. Call us today for more information. We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.

Gresham Rowell CPA Group

Rowell CPA Group

Rowell CPA Group is a full-service, family-owned accounting firm offering a variety of services. We specialize in tax preparation, estate planning, payroll services, tax minimization planning, IRS issues, 401K rollovers, offers in compromise, state tax issues, audit help, the Affordable Care Act, setting up a new business, 1099 preparation, personal property returns, sales tax returns, 501c3 charities, sale of business, succession planning, QuickBooks training, health insurance, life insurance, annuities, 403B rollover, 457 rollover, safe retirement options, and consultations. Our experienced team of professionals is dedicated to providing our clients with the best advice and highest quality work. We are committed to helping our clients reach their financial goals through sound planning and creative solutions. Our expertise extends beyond tax and accounting, and includes health insurance for both individuals and small businesses.

Reviews

Write a Review