401K Rollover and Retirement Planning Center

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  ROLLOVER CENTER

 

401(k) Rollover and Retirement Planning Center

Whether you've changed jobs, retired, or your 401(k) plan has been terminated, you now have decisions to make that require careful consideration.

Rollover Center is designed to explain the options available to you for your retirement plan distribution. You will also discover how a direct rollover to a Self-Directed IRA offers you an attractive way to continue building your retirement nest egg on a tax-deferred basis.

We recommend you take a minute to order a 401(k) Rollover Kit. A Rollover Kit includes several helpful retirement planning publications, including "Your Retirement Plan Distribution: How Your Decisions Today Affect Your Future." 

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  Rollover Your 401K to an IRA

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Home Office: One Financial Plaza · 501 North Broadway · St. Louis, Missouri 63102 · (314) 342-4051

 

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Decisions to roll over or transfer retirement plan or IRA assets should be made with careful consideration of the advantages and disadvantages, including investment options and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment, and your unique financial needs and retirement planning. Neither Stifel nor Stifel Financial Advisors provide recommendations with respect to rollovers from an employer-sponsored retirement plan. Once you inform your Stifel Financial Advisor that you have chosen to roll your retirement assets to an IRA with Stifel, your individual investment needs can be addressed. You should consult with your tax advisor regarding your particular situation as it pertains to tax matters.