If you’ve recently retired or changed jobs, you may be wondering what you should do with your IRA or other retirement savings account from a former job. Take Control of Your Retirement Savings Rolling over your retirement account is non-taxable, and there is no annual account fee.  Rolling over your retirement account will: Increases your investment choices. Enables you to take control of your overall retirement plan by comparing different companies. Allows you to move your money out of your former employer’s retirement plan without tax consequences or other penalties. Keep your retirement account invested tax-deferred. Possibly, provide better estate planning benefits than your current retirement savings account has. We offer expert rollover advice if you’re entering retirement, changing jobs, or wanting to consolidate.  Unlike many retirement plans, we are not limited by the choices of investments or financial companies we can offer.  Our Broker Dealer is Financial Network which is an ING Group company.  ING allows us to represent almost any investment company. The investment retirement plans eligible for rollover or transfer are 401(k)s, 403(b)s, 457 plans, TSAs, Roth IRAs, IRAs, SEP Plans, and Thrift Savings Plans.  It is crucial that experienced financial advisors expedite your rollover/transfer to avoid […]