IRAs

Employees who leave their employer can keep their 401k or 403b there or move it to an IRA. If they decide to move it, I build their IRA portfolio. I also build portfolios for clients saving for retirement. there or move it to an IRA. If they decide to move it, I build their IRA portfolio. I also build portfolios for clients saving for retirement.

Please be sure to speak to your advisor to carefully consider the differences between a company retirement account and IRA investment. These factors include changes to the availability of funds, withdrawals, fund expenses, fees, and IRA-required minimum distributions.

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