IRA Rollover Planning


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IRA Rollover Planning

IRA Rollover Planning

A new job has it's challenges. One of them is deciding what to do with the accumulated savings in your old employers retirement plan. Do you take your cash and possibly incur penalties? Do you convert it to an IRA? Do you roll it into your new retirement plan? Or do you just leave it where it is?

Our CFS* Registered Investment Representatives at Citadel will help you avoid the rollover planning mistakes many regretfully make. We can help you work through the many rules governing when and how you can rollover retirement funds.

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*For specific tax advice, please consult a qualified tax professional.

*Investment products and services offered through CUSO Financial Services, L.P., (CFS), an independent broker/dealer and SEC registered Investment Advisor; are not NCUA/NCUSIF insured, not Credit Union guaranteed and may lose value. Citadel is in partnership with CFS. Representatives are employed by Citadel and registered through CFS. (Member FINRA/SIPC).