Stifel Client Account Access:  LOG IN          ● 1 Consolidate 2 Manage 3 Retire Well ●                    Contact Us

  ROLLOVER CENTER

 

Start your 401(k) Rollover

                              

If you are receiving 401(k) proceeds or a distribution from another employer-sponsored retirement plan, you should consider all of your investment options. A direct rollover may be your best choice especially if you seek to maintain the tax-deferred growth of your retirement investment. However, everyone's financial situation is unique, and you need to consider your investment options carefully.

A great way to become better informed about Rollover Accounts is to read Stifel's publication, "Your Retirement Plan Distribution: How Your Decisions Today Affect Your Future." This publication is included in the Rollover Kit. To Order a Free Rollover Kit Click Here.

You may also contact us directly with any questions at (800) 434-4015.

               Also See: Why Rollover Your 401(k)?                     
                                           ●Will I Have Enough to Retire?
start 401k rollover
 
          Rollover Center Home
  401(k) ROLLOVERS
      Order Rollover Kit
 What is a 401(k) Rollover?
 How Do I Start a Rollover?
  ROLLOVER IRAs
  Traditional IRA
  Roth IRA
  Which IRA is Best? 
  Investment Options
  Contribution Limits
  PLANNING
  Retirement Planning
  Estate Planning
  Wealth Tracker
  Wealth Strategist
  RESOURCES
  Search FAQs
  About Us

LATSHAW WEALTH MANAGEMENT

Securities offered through Stifel Independent Advisors, LLC

Member SIPC & FINRA  A subsidiary of Stifel Financial Corp.

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

 

Investing involves risk including the possible loss of principal invested.