Individual retirement accounts (IRAs) help clients plan for a secure stream of retirement income. If an individual has changed jobs, retired or needs to consolidate previous retirement funds, a rollover into an IRA provides important investment and tax benefits.
If you have retired or undergone a job change, you should consider rolling your existing retirement funds from your previous employment into an IRA. A direct rollover to an IRA provides you with important benefits:
Best of all, Bell State Bank & Trust makes it very fast and easy to roll your retirement funds into an IRA. We help you get everything started, talk you through the process, have you sign the paperwork, and we take care of the rest. We can even help you decide whether a Traditional vs. Roth IRA is the better IRA choice for you.
If you’re interested in discussing an IRA or rollover, start the conversation today by contacting our IRA specialist:
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