Rollover and Retirement Account Transfers

account rollovers

Navigating the world of retirement accounts can be a complex process, especially when it comes to rollovers and transfers. We’re here to simplify this process for you.

Rollover Options and Process

When it comes to rolling over your retirement account, you have various options to choose from based on your financial situation and goals. Whether you’re considering an IRA rollover or transferring assets between traditional and Roth IRAs, we provide the guidance you need. Our process involves:

  1. Understanding Your Goals: We start by gaining a clear understanding of your financial objectives.

  2. Evaluating Your Current Retirement Accounts: Next, we review your existing retirement accounts to understand your current situation.

  3. Discussing Your Rollover Options: After we’ve assessed your financial situation, we’ll explain your rollover options and discuss the potential benefits and considerations of each.

  4. Implementing the Chosen Strategy: Once you’ve decided on the best course of action, we’ll handle the transfer process for you, ensuring all steps are completed accurately and in a timely manner.

Benefits of Retirement Account Transfers

Transferring your retirement accounts can offer several potential benefits:

  1. Consolidation: Having all your retirement savings in one place can make it easier to manage your funds and keep track of your overall savings.

  2. Increased Investment Options: Some retirement accounts offer more flexibility and options for investments than others.

  3. Potentially Lower Fees: By consolidating accounts, you may be able to reduce the total fees you pay.

How to Get Started

Taking the first step towards a more streamlined retirement plan is as easy as reaching out to us at iWealth. We’d love to set up a time to talk through your options as you think through retirement.

The opinions voiced in this article are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.