Managed IRAs

What is an IRA Rollover?*

Put simply, a rollover is the transfer of your funds from a former employer’s retirement plan into a new IRA. 

There are many things to consider when determining if a rollover is the right option given your situation.  Our advisors will help you identify the advantages and disadvantages for the options available to you in addition to providing guidance on IRA rollover rules and IRA rollover time limits. 

Investment Management and Advice

Many of our clients turn to us for advice and supervision of assets.  By rolling your 401(k) into an IRA with Investment Management Services, you will benefit from the following specialized attention delivered by our experienced professionals:

• A comprehensive review of tax consequences upon rollover and distributions
• Minimum distribution calculations and requirements
• A relationship built on listening to you and understanding your short and long term needs
• Actively managing your investments to stay in line with your investment strategy while minimizing risk and maximizing returns.

We can help you look at the bigger picture when it comes to your retirement savings.  Turn to our trusted local advisors for exceptional service delivered with professionalism and care.