Broker Check

To Roll or Not To Roll...That is The Question

April 08, 2024

As my clients get older and begin to retire, they are faced with many decisions that can be daunting. One of them is whether to roll their company’s retirement plan into an IRA at retirement.

Our government regulator friends allow me the opportunity to discuss the many choices people have:

  • You can leave your retirement plan at the company
  • You can manage it yourself
  • You can roll it into an IRA
  • You can cash it out completely
  • There are many investment options available, and I am happy to discuss them to determine which ones are appropriate for you.

Plus, you get me and my assistant, Shannon, to help you and not a 1-800 number!

So, if you’re struggling with what to do with your retirement assets, give me a call. There’s no 1-800 number here!

Until next time...