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401k 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).

Why move your 401(k) to an IRA?
Rolling it into an IRA is fast and easy and could go a long way toward helping you achieve your financial goals. When it comes to your old 401(k), you have options. But, few offer the benefits you could realize with a rollover to an IRA:
  • potential lower investment expenses
  • more investment choices
  • ultimate flexibility and control

Use what we know to make your savings grow
Should you invest in a Traditional IRA and then convert to a Roth IRA? What mix of investments makes the most sense for you? 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 free planning session, connect with one of our Financial Advisors, or contact us at 603-629-1524.
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. St Mary’s Financial Services is a trade name of the credit union. Infinex and the credit union are not affiliated. Products and services made available through Infinex are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union affiliate. These products are subject to investment risk, including the possible loss of value.