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Retirement Account Rollover

Retirement Rollover

If you want to take your retirement assets with you when you change jobs or retire, you can either complete a "rollover" or "transfer." While either method will move your money for you, a "trustee-to-trustee transfer" could save you taxes and penalties as well as big tax headaches.

Your transfer can be a simple, non-taxable event, giving you access to a wide range of investments.

That's where we come in! We take the hassle out of transferring your retirement assets, and we're just a phone call away. To learn more or to get the process started, just call us.

We handle all the details:

  1. Contacting your former plan administrator.
  2. Opening your new rollover IRA.
  3. Completing your paperwork.

Then we help you choose your IRA investments based on your objectives. We guide you every step of the way.

You will gain more flexibility and control over your retirement assets than you would by leaving them in your former employer's plan, moving them to a new employer's plan, or taking a cash distribution. Your rollover is a smart choice that:

  • Keeps you invested in a tax-deferred account,
  • Avoids current taxes or penalties,
  • Provides more investment options,
  • Gives access to experienced, professional one-on-one guidance.

Call today!