If you have or will be changing jobs and have left behind a 40l(k) or other qualified retirement plan, you could be neglecting one of your most important assets.
With a qualified retirement plan rollover to an IRA account your retirement money continues to receive tax-deferral and you do not have a tax liability.
Our LPL Financial representatives can help you with an IRA rollover, making it easier to manage and monitor your investments, consolidating paperwork, and helping to align your retirement savings with your overall financial goals.
Schedule a no-cost, no-obligation consultation with our LPL Financial representatives today.
Vern "Ed" E. Barg
LPL Financial Advisor Representative (360) 662-2194
Jon Schultz, CFP®
LPL Registered Principal (360) 662-2189
Located at Kitsap Credit Union • Securities & Insurance products offered through LPL Financial & its affiliates. Member FINRA/SIPC. LPL Financial is not affiliated with Kitsap Credit Union.
Not NCUA Insured • No Credit Union • Guarantee May Lose Value
LPL Financial is not affiliated with Kitsap Credit Union.