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.
- 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.