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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)

Schedule a complimentary consultation today or find a CFS* Advisor near you


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 *Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of Citadel, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Citadel has contracted with CFS to make non-deposit investment products and services available to Citadel members.

For specific tax advice please consult a qualified tax professional.
 


Check the background of this financial professional on FINRA's BrokerCheck.