Rolling Over your Retirement Fund into an IRA

Steer your old 401(k) in the right direction.
After all, you're not at your old job, why is your retirement account?

Are you at a crossroads in your career? A change of jobs, termination of employment, or retirement can lead to a crucial financial decision: what to do with a lump-sum distribution from your employer-sponsored retirement plan.


Consider the advantages of rolling those dollars into an IRA:
  • Retain the tax deferral benefits that your employer-sponsored retirement savings plan has provided
  • Preserve the right to roll your savings into a new employer’s plan in the future
  • Offer you broad investment flexibility — you control your money, and you are no longer limited solely to your employer’s investment options
  • Help you avoid significant taxes and penalties that may arise from taking a distribution

Our ten Certified IRA Services Professionals (CISP) have participated in a stringent training process and passed certification testing which gives them a thorough understanding of IRAs. Let us explain the rollover options for your lump-sum distribution and answer any questions you may have.

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