Is a Rollover Right for You? [Free Report]

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Is a Rollover Right for You? [Free Report]

How an IRA Can Support Your Retirement Strategy

When leaving your employer, you typically have four options for managing retirement plan assets: 1) leave your money in the current plan; 2) transfer assets into your new employer’s plan; 3) withdraw the funds; or 4) roll the money into an IRA. Find out why an IRA rollover may be appropriate for your needs.

Why You Need This Free Report

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Confidence

Be confident in your retirement planning.

Brain

Knowledge

Understand how an IRA can support your overall retirement-savings strategy.

Brain

Guidance

Know where to get appropriate help.

What is 84%?

The percentage of IRAs opened through rollovers.

Source: Investment Company Institute, 2019

What You'll Learn

Available for a limited time only, this report can help you get answers to these important questions:

  • How might an IRA help streamline your retirement-savings strategy?
  • What are the options for your retirement plan money if you leave your job?
  • What are the possible tax consequences of the decisions you make?
  • What are the potential risks?

 

Claim your free report!

Find out how an IRA might benefit your overall retirement strategy, even if you don’t contribute the maximum to your work-based retirement plan.

View your free report and learn more today!

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Sponsored By

Sharon L. Burchett, MBA - Investment Advisor

Sharon L. Burchett has been an investment adviser for over 30 years. She specializes in listening to your unique concerns and desires and believes in a relationship built on mutual trust and open communication. Learning each individual’s situation and creating a personal plan of financial protection, growth and sustainability is the key to a successful portfolio.