Changing jobs or returning and looking to simplify your accounts?
An IRA roll over is the process of moving your retirement savings from your retirement plan at work (401(k), profit-sharing plan, etc.) into an Individual Retirement Account (IRA). Rolling over to an IRA allows you to keep your
savings tax-deferred and typically gives you a broader choice of investments. The decision you make now can have an impact on your long-term retirement goals, so take time to carefully review your options with a Citadel Financial Advisor.
Learn more about IRAs:
- Understanding IRAs
- Deciding What to Do with Your 401(k) Plan When You Change Jobs
- Choosing a Beneficiary for Your IRA or 401(k)
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