Retirement & Rollovers

IRA Rollovers  -  When you're receiving a retirement plan distribution, it's important that you consider your options.  Your decision regarding a distribution today can have serious consequences for tomorrow.

Qualified Plan Distributions -  There may come a time when you have to consider taking a distribution from your employer's retirement plan.  Don't make an election until you have all of the facts.

Social Security -  After spending years paying into the Social Security system, it is important that you understand the facts before you claim your benefits.

 

 

 

 

Decisions to roll over or transfer retirement plan or IRA assets should be made with careful consideration of the advantages and disadvantages, including investment options and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment, and your unique financial needs and retirement planning.  Stifel does not offer tax advice.  You should consult with your tax advisor regarding your particular situation as it pertains to tax matters.