Most experts agree that what you do with your retirement assets when changing jobs or retiring can be one of the most important financial decisions you will ever make.
If you’ve left behind a 401(k), 403(b), or 457 at your former employer—or are about to—you have the opportunity to take control of your retirement savings. A Rollover Individual Retirement Account (IRA)* is an option to consider. While maintaining a tax deferred status, a Rollover IRA gives you the versatility and freedom to choose the investment vehicles that help meet your individual financial needs, including mutual funds, stocks, bonds, annuities, and more.
To learn more about your options and discuss ways to help improve your retirement savings strategy, contact a CFS Financial Advisor to schedule a free, no-obligation appointment.