Figuring out what to do is easier than you might think with First Bank Wealth Management!
There are many benefits to rolling over the retirement savings you’ve accumulated into a new plan. But First Bank Wealth Management also wants to make you aware of other various investment alternatives. Each option has advantages and disadvantages which should be discussed thoroughly before making a decision. Which option works for you?
- Remain in your current plan.
- Rollover to an IRA
- Transfer into a new employer’s plan.
- Cash out.
With so many choices regarding something as important as your retirement savings, it would be prudent to discuss the various options with a knowledgeable resource. We’re here to help!
First Bank Wealth Management is a trade name of First Bank. Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.