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.

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Knowledge

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

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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?
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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

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Michael Tindall

Michael started Hilltop Investment Counsel after spending eight years at Ford Motor Company working in various finance roles. After spending a number of years focusing on the Pension and 401K plans as a member of the Asset Management team, Michael felt that his true calling was to help people achieve their investment goals on an individual basis. He thought that there was simply not financial advice in the marketplace that was both high quality and honest.