Rollover IRAs

 

You should consider consolidating your 401(k) balances and IRAs if you are nearing retirement or have changed jobs. This will ensure your savings continue to be invested and tax-advantaged.

 

One of the biggest decisions when you change a job is what to do with the assets from your retirement plan. A rollover IRA allows you to continue to control those assets. You decide who you want to manage the investments, when to make transfers, and when to withdraw funds. 

 

Benefits:

  • Allows you to keep retirement investments tax-deferred and avoid taxes and penalties
  • Wide range of investment options with the ability to self direct or have our professionals manage your money
  • Convenient withdrawal options when you are ready to take distributions

Please contact us at (605) 335-5180 or 800-553-7073.