So you've either left or soon will be leaving your job? After leaving a job, most people will question whether or not to roll their retirement plan account to an IRA.

For most people, the answer to this question should be a simple YES. Roll over your retirement plan to an IRA.

Reasons to roll over your retirement account to an IRA:

WHY?

• Take control of your assets
• Gain access to a broader universe of investment options.
• Manage and reduce the costs of the investments you own. (many IRA custodians charge no annual IRA fees)
• Uniform and potentially favorable options for IRA beneficiaries at death.
• A rollover does not trigger a taxable event.

Reasons you may not wish to roll over your retirement account to an IRA:

WHY NOT?

• You plan to retire between age 55 and 59 1/2.
• You have a concentration of highly appreciated employer stock.
• You have completed or plan to complete a ROTH Conversion.

How do I initiate a rollover?

Contact us and we will help you through the entire process for free.