Retirement Rollover

If you're one of the many millions of Americans changing jobs or nearing retirement, you'll encounter many challenges and decisions. One of the most important may be deciding how to deal with a distribution from your former employer's retirement plan.

Consider your options carefully. What are your most important needs in both the long and short-term? While a cash distribution may sound appealing, it could undermine your long-term retirement plans and saddle you with significant tax bills. There are other choices that may help you minimize current income tax consequences while allowing you to enjoy continued tax-deferred growth. Contact us and we can help you determine which of these options can help best enable you to meet your long-term savings goals.

To get started, view our Retirement Brochure or apply today using the IRA Application Kit.

NFP Securities, Inc. does not provide tax advice.