IRA Rollover Accounts

One of the most common accounts I open for clients are IRA Rollover Accounts.

Whether it involves a recent job change or employment changes that occured some time ago, clients are realizing the benefits of "rolling" over their company retirement plan to one in which they can exercise control.

Additional benefits include the potential for fee-based, no-load mutual funds available to certain accounts, continued tax deferral of earnings and the ability to "stretch" their IRA's to benefit their beneficiaries.

It is not uncommon to find that clients have more than one company plan that they would like to consolidate into one Rollover account.  This also can reduce fees and expenses, not to mention the hassle, of keeping up with multiple retirement accounts.

If you would like free information regarding IRA Rollovers, simply go to the Contact button and we'll be more than happy to help in any way we can.