What To Do About Rollovers?

You have several options when considering whether or not to roll your prior employer plan into an Individual Retirement Account (IRA). Let us help you make the decision that best serves you.

Before you move assets from an employer plan, investors should consider, fees and expenses, investment options, availability of penalty free withdrawals, investment options, protection from creditors and legal judgements, required minimum distributions and tax consequences with employer stock. (Click here to down load the IRA Rollover Guide)