Rollover IRA
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If you are changing jobs or retiring and soon to receive lump sum distribution from your employer sponsored retirement plan you may want to consider an ALPS/WMC Value Interesection Rollover IRA. A rollover IRA helps you to preserve the tax-deferred status of your distribution. In order to maintain eliminate any possible tax penalties you may want to consider a Direct Rollover of your distribution. In some circumstances if you take the money directly, your employer may withhold 20% of your distribution. Withdrawal requirements for Rollover IRAs are the same as those for a Traditional IRA. |
Please contact us at 1(866) 759-5679 for more information and to obtain a Rollover IRA application. |
