Rollovers

Rollovers Services

Rollovers Services

There can be many potential benefits to consolidating your money under one roof—for example, more effective management of your asset allocation, diversification, potentially lower fees, more services, and better planning.

Schedule Your Appointment

Streamlining Your Retirement Finances

In or nearing retirement, everyone should begin to look closely at their funds. If you have IRAs, 401(k)s, and pension plans at multiple firms, you may want to consider consolidating your accounts.**

During our meeting, we’ll go through these six steps:

At UFCU one of LPL Financial Advisors can help questions regarding rollover services and find ways to potentially:

Save money on annual fees
Create opportunities to allocate, diversify, and rebalance in one portfolio
Simplify required minimum distributions
Provide access to one easy consolidated statement

To learn more about consolidating retirement accounts, contact us today to schedule a complimentary, no-obligation appointment.

**Before deciding whether to retain assets in an employer-sponsored plan or rollover to an IRA, an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors, and legal judgments, required minimum distributions, and possession of employer stock.

Recommended Resources

Orchestrating Your Retirement Accounts

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

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Retirement Accounts When You Change Your Job

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

Learn More

The Pre-Retirement Checklist

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

Learn More

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Contact

Office: (512) 997-2367

8303 N Mopac Expressway

Austin, TX 78759

UFCUinvestmentservices@ufcu.org

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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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. UFCU and UFCU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using UFCU Investment Services are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, UFCU and UFCU Investment Services and insurance offered through LPL or its affiliates are:

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