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Imagining a peaceful retirement??
We can help.
Retirement Account
Rollover and Transfers (IRA, 401K, TSA, etc.)
If you've recently retired
or changed jobs, you may be wondering what you should do
with your IRA or other retirement savings account from a
former job.
Take Control of Your
Retirement Savings
Rolling over your
retirement account is non-taxable, and there is no annual
account fee. Rolling over your retirement account
will:
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Increases your investment choices.
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Enables you to take control of your overall
retirement plan by comparing different companies.
-
Allows you to move your money out of your former
employer's retirement plan without tax consequences or
other penalties.
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Keep your retirement account invested tax-deferred.
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Possibly, provide better estate planning benefits
than your current retirement savings account has.
We offer expert rollover advice if
you’re entering retirement, changing jobs, or wanting to
consolidate. Unlike many retirement plans, we are not
limited by the choices of investments or financial companies
we can offer. Our Broker Dealer is Financial Network
which is an ING Group company. ING allows us to
represent almost any investment company.
The investment retirement
plans eligible for rollover or transfer are 401(k)s,
403(b)s, 457 plans, TSAs, Roth IRAs, IRAs, SEP Plans, and
Thrift Savings Plans.
It is crucial
that experienced financial advisors expedite your
rollover/transfer to avoid any unnecessary taxes.
We can also help you reduce your
minimum distribution each year and extend the deferral
period of your investment by adding Stretch IRA provisions.
Stretch IRA
A stretch IRA is commonly used to
describe an IRA established to extend the period of
tax-deferred earnings, typically over multiple generations.
It will be well worth your time to
consider a rollover because you will have more control over
your investment choices and you will be able to defer taxes
for longer periods of time using Stretch IRA provisions.
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Request your
Information Now By:
The
smart, easy way to protect
your retirement and learn
about your IRA, 401(k), etc. Rollover/Transfer choices
To receive your free
401(k)s, 403(b)s, 457 plans, TSAs, Roth IRAs,
IRAs, SEP Plans, and Thrift Savings Plans
rollover information and
comparison please complete this
simple, secure form below, and then sit back and
relax. We will shop the entire market of companies
to find you the absolute best value! No more
moving from company to company in search of the best
product that fits your retirement account needs because we work with all
the major investment companies and have no preference to any
one of them. We'll simply find you the best.
How do
I rollover?
Here's
how...
Your customized
analysis includes:
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We will contact your former employer
and help ensure that your retirement account funds
are deposited in your new account.
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Help you carefully develop an
investment strategy that suits your goals and risk
tolerance.
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Assist you with Rollover IRA
paperwork and any paperwork required by your former
employer.
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A
review of each of your investment's ratings, past returns, and
risk to reward analysis (Beta).
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A
thorough, side-by-side comparison of each
investments pros
and cons as well and full disclosure of commissions
and investment expenses.
-
IRA, 401k,
etc. Rollover Info and prospectus for
American Funds,
The Hartford, Fidelity
Investments,
ING Group,
Franklin Templeton, etc.
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For
a
Free Consultation
or
Question Call
us
Toll Free:
1-888-582-3228
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Before investing, consider the fund's investment
objectives, risks, charges and expenses. Contact us for a
prospectus containing this information. Please read it
carefully.
Remember, investing in securities involves risk and you
may lose value if you do in vest in securities. Please
be careful and take your time while you research.
Securities
and Investments are not FDIC-insured, nor
are they deposits of or guaranteed by a bank
or any other entity. Securities and
Investments may lose value. Past
performance of securities does not guarantee
future results in any way.
Final account balances are prior to any distributions,
and taxes may be due upon distribution. You may be subject
to a 10% penalty if you withdraw prior to age 591/2.
Investing in this manner does not ensure a profit or
guarantee against loss.
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Financial
Solutions
and its
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are in
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notice
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Georgia
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Financial
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Financial
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Financial
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Financial
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Financial
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Financial
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Financial
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Wilkins
Financial
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Financial
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Financial
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Financial
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Financial
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Financial
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Financial
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