What is a Rollover IRA.
A rollover IRA is an account that will allow you to move funds from an old employer-sponsored retirement plan like a 401k, 403b, 457, pension plan or any other type of retirement plan. By executing an IRA rollover, you can continue the tax-deferred treatment you get with your retirement plan, and you don't have to pay taxes or early withdrawal penalties at the time that the funds are transferred into the IRA rollover.
What are the benefits of doing an IRA rollover?
More investment choices
: With in an IRA rollover there are many investment choices you can pick from when it comes to investments.
- Lower fees: The fees in an IRA rollover can be lower and even be zero depending on what investment vehicle you choose.
- Potential to convert your retirement plan to a Roth IRA: This can help someone that cant qualify to invest in a Roth IRA because of their income being too high.
- Consolidation of many types of retirement plan into one Rollover IRA: You can consolidate your accounts to make it less complicated.
What type of investments do you offer?
Here at Fiducia Financial & Insurance Services we offer investments that are conservative and are not volatile like the stock market. We offer fixed annuities and have access to offer the top rated companies.
Get started today!
Are you ready Rollover your retirement plan assets to a Rollover IRA? Call us to learn more about setting up your Rollover IRA today?