401(k) or 403(b) Rollover IRA

If you've recently left an employer, you'll need to decide what to do with your eligible retirement plan savings — which may be the largest investment you've ever managed. Open a Rollover IRA and transfer your 401(k), 403(b) or other employer-sponsored retirement plan to Financial Resources through CFS.

• Move your money from one retirement plan to another while avoiding current taxes and penalties.
• A Rollover IRA is a good opportunity to reassess your retirement portfolio because it will allow you to choose from investments not traditionally offered by employer plans.
• A Rollover IRA is the perfect vehicle for arranging distributions upon attaining the age of 59 1/2, or up to 70 1/2 when distributions are normally required to begin.
• Our licensed and Registered Financial Advisors offer a wide range of investment choices⁽¹⁾, like mutual funds, stocks, bonds, or annuities.

If you are younger than 59 1/2, distributions will generally be subject to current income taxes and a 10% tax penalty unless an exception applies. So before making an early withdrawal, consult with your tax advisor. For more information on the Rollover IRA, visit your local branch, call 888-566-2876, or complete an Information Request form by clicking here.