When you change jobs or retire, there are four things you can generally do with the assets in any employer-sponsored retirement plan:
Rolling over from one qualified plan to another qualified plan allows your money to continue growing tax-deferred until you receive distributions in retirement. We can help you determine if a rollover is the right move for you.
If you decide to cash out of an IRA, we can help you find suitable vehicles to help you reach your retirement income goals.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at email@example.com or call us at (717) 600-0303 today! We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.
Stephen M. McNamara is a registered representative of and offers securities and advisory services through Lincoln Financial Securities Corporation, Member SIPC. Lincoln Financial Securities Corporation is a member of the Lincoln Financial Group which is the marketing name for Lincoln National Corporation and its affiliates. Please do not request securities transactions via email as they can not be accepted in that manner.
The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.
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