Rollover Evaluator
Should I roll over to an IRA?
Rollover evaluator
If you have multiple retirement savings accounts held in more than one place as a result of job changes or other personal circumstances, the rollover evaluator will help educate you to understand the pros and cons of keeping your retirement savings in an employer-sponsored plan such as a 401(k) or 403(b) versus rolling it over into an IRA.
Here's your summary
Based on your input, here are the options to consider along with a summary of your answers. Contact an Ameriprise financial advisor to learn more about your options and what type of approach will work best for your needs.
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Here's your summary
Based on your input, here are the options to consider along with a summary of your answers. Contact an Ameriprise financial advisor to learn more about your options and what type of approach will work best for your needs.
Your options
Summary of your results
Be sure to discuss the risks, in addition to the potential benefits, of an IRA rollover or transfer with clients before implementing. As with any decision that has tax implications, you should recommend that clients consult with their tax advisors prior to implementing an IRA rollover or transfer.
Ask an advisor near you about how rollover options can help support your larger retirement plan.
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Background and qualification information is available at FINRA's BrokerCheck website.
