| Traditional IRA/ROTH | Pension Profit Sharing |
| SEP Simple IRA | 401(k) | Non-Qualified Retirement Strategies |
| IRA Rollover Strategies | Free Financial Newsletters |

IRA Rollover Strategies

May be suitable for:

• individuals who are about to receive a 401(k) or other qualified plan distribution, and who want to defer taxes on the distribution
• retirement plan distributions received by a surviving spouse may also be rolled over

The benefits:

• any earnings accumulate tax deferred
• a direct rollover from a 401(k) or other qualified plan, enables the participant to avoid the 20% federal withholding.

If the distribution is received by the participant (or surviving beneficiary), it must be rolled over within 60 days of receipt. Allow us to review your situation and make the best recommendation for you. Simply fill out the form to your left and we will contact you within one business day.

| Traditional IRA/ROTH | Pension Profit Sharing |
| SEP Simple IRA | 401(k) | Non-Qualified Retirement Strategies |
| IRA Rollover Strategies | Free Financial Newsletters |