St. Mary's Financial Services

IRA Rollover

If you've ever moved on from an old job, did you leave your 401(k) behind? You have choices regarding your 401(k). You can roll it into an IRA, leave it where it is, cash it out, or even roll it into your new company's 401(k). Sit down with the professionals at St. Mary’s Financial Services and get the facts.

To learn more about 401(k)-to-IRA rollovers, or to schedule your complimentary planning session, connect with one of our Financial Professionals, or contact us at 603-629-1524.

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Before choosing the IRA Rollover option, please take the time to discuss it with your financial professional. Investors should consider the fees and charges of a rollover, including account opening fees, sales charges, etc.; service and withdrawal options compared to their current retirement plan; Required Minimum Distributions (RMDs) requirements; protection from creditors and legal judgments; and other advantages and disadvantages of each option.

*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. St. Mary's Bank and St. Mary’s Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using St. Mary’s Financial Services, and may also be employees of St. Mary’s Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, St. Mary’s Bank or St. Mary’s Financial Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.