If you choose to rollover or transfer your existing IRA, we can offer:
- Professional management of IRAs.
- Opportunities to create a Roth IRA for income tax advantages, as appropriate.
- Distribution administration and reporting for required minimum distributions.
- Tax reporting and withholding, as requested by client.
- Customized beneficiary designation options.
Please refer to your account disclosure for other important information and consult your professional tax advisor for more details.