Investor Access
401(k) Rollovers

Easing the anxiety of 401(k) plan rollovers

If you’ve changed jobs or are retiring, rolling over your retirement assets to an IRA can be an excellent solution. It is a nontaxable event when done properly, and gives you access to a wide range of investments and the convenience of having consolidated your savings in a single location.

In addition, flexible beneficiary designations may allow for the continued tax-deferred investing of inherited IRA assets. We can handle all details for you, including contacting your former plan administrator, opening your new rollover IRA and completing the paperwork.

What to expect from your 401(k) advisor