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IRA Rollovers
Once you terminate a job, you need to make a decision as to what to do with your retirement plan. You can choose to either rollover the plan into an IRA, take the lump sum and pay the tax and penalties or simply leave the account with the present institution. Some investors may simply have multiple separate IRA's that they would like to consolidate for better performance or easier portfolio management. In either case, the investor generally has the option to move from one tax-qualified account to another. Generally, there are no back-end charges to accommodate the consolidation of accounts, but it is always advisable to check with your present financial services company. Hamilton Cavanaugh & Associates, Inc. can assist you with these IRA's whether you would like to consolidate them or consider an alternative vehicle for the funds to be invested.
Please contact us to discuss your IRA rollover options.
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