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 you 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.
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Be sure you understand the potential benefits and risks of an IRA rollover before implementing. As with any decision that has tax implications, you should consult with your tax advisor prior to implementing an IRA rollover.
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.
