IRA Rollover
Stay invested in your future with an IRA rollover.
Moving onto the golden years of retirement or to a new job? Have you considered what you want to do with your company pension funds or retirement account?
We can help with an IRA rollover account. An IRA Rollover is a special Individual Retirement Account in which you deposit or "roll-over" a lump sum distribution from your company pension or profit-sharing plan. A rollover allows you to keep your money invested and growing tax deferred.
There are two types of rollovers:
- Direct Rollover: when your funds move directly from one plan to another and you do not receive the money in the process.
- Indirect Rollover: Assets from your retirement plan are paid to you by check. You have up to 60 days to reinvest the money in an IRA or qualified retirement plan. If you do not reinvest the money in 60 days, you must pay taxes on the distribution and may also owe a 10% early withdrawal penalty.
In most cases, a direct rollover will allow you to keep all of your funds and avoid penalties and mandatory withholding. We have many IRA rollover options available. Ask us for details.
Rollover IRA's are offered through PrimeVest Financial Services. IRA's offered through PrimeVest are not FDIC insured.
PrimeVest also offers Traditional IRAs and Roth IRAs.
PRIMEVEST Financial Services, Inc. is an independent, registered broker/dealer and registered investment adviser. Member SIPC/FINRA. Securities and insurance products offered by PRIMEVEST: * Not FDIC insured * May go down in value * not financial institution guaranteed * Not a deposit * not insured by any federal government agency.
View PRIMEVEST privacy policy and other important information. Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
