Taking Control of Your Retirement

Take Control of Your Retirement                    With a Rollover IRA

If you’ve got an old 401(k) plan collecting dust or have recently retired or changed jobs, it’s a good time to review your options. Even if you like the funds in the plan, we recommend considering whether rolling your account into an IRA or another plan makes sense. After all, you’ve worked hard to build the portfolio—you owe it to yourself to make sure it’s in the best position to help you achieve your long-term retirement goals.

In this special report, available exclusively from Adviser Investments, you’ll find out the benefits and drawbacks of doing a rollover, including:

  • The three choices you have with 401(k) assets
  • Tax considerations surrounding a rollover
  • When it might be time to hire a professional adviser

It’s never too soon to become a more informed investor. Please complete the form on this page to receive this free, no-obligation report now!

For more information, please call us at (800) 492-6868.

Download The Rollover Advantage

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