Leaving a company doesn’t mean giving up your retirement assets — it can mean moving the assets over into what’s called a Rollover IRA, or individual retirement account. Not only does rolling over the assets allow you to keep the tax benefits from your previous retirement account, but they additionally allow you more variety in your investment choices as well as the ability to control where your money goes. With all the freedom that starting a Rollover IRA can bring, having a skilled and experienced investment adviser on your side can make all the difference.
If you’d like to learn more about getting the most out of a Rollover IRA, don’t hesitate to contact us or visit our office in Louisville, KY. You’ll speak directly to a helpful and informative adviser who will answer any questions and, if your objective is to improve the state of your current accounts, can review your statements to determine if they’re best serving you. Whether your financial plan includes preparing for retirement, saving for college, or building wealth, we look forward to helping you get started on the road to achieving your financial goals.
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10602 Timberwood Circle Suite 13 Louisville, KY 40223