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!
Investment and insurance products are offered through OSAIC INSTITUTIONS, INC., Member FINRA/SIPC. Osaic Institutions and First Bank are not affiliated. Osaic Institutions does insurance business in California as Osaic Institutions Insurance Agency, CA Agency License #OH30186. Products and investment advisory services made available through Osaic Institutions 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. First Bank Wealth Management is a trade name of First Bank, and certain products and services are provided through First Bank, and its affiliates and subsidiaries. Neither Osaic Institutions or First Bank, nor any of their affiliates or financial advisors, provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. Use FINRA’s BrokerCheck to learn about the professional background, certifications, licenses, and any regulatory violations or complaints for any financial advisor.