| "Consolidate
all your funds. We're talkin' stockpile."
Lots of people who opt to roll funds to a new employer's
plan because they like the convenience of having all employer-sponsored-plan
money in one place. Think of it. You'll get one handy statement
and you'll easily be able to keep up with transactions and activity.
Best of all, your earnings, if any, remain income-tax-deferred.
Before you make a final decision, read more about your new
employer's plan. Information can be obtained by contacting your
new employer's Benefits department. Be sure to check out fees,
restrictions, investment choices, and the availability of other
features, such as loans.
If you are ready to make a move with your money we are ready
to help. We can take the next steps
together.
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