Options for your assets
If you have changed jobs, been offered a pension buy-out, retired, or are getting ready to retire, you have an opportunity
to make a decision about the assets in your former employer’s retirement plan. A variety of distribution options are
available to you, and the one you choose will depend on your previous employer’s plan document, your specific needs
and your tax advisor’s guidance.
To receive a downloadable brochure which describes your distribution options Click HERE.
This is being provided as a general source of information and is not intended as a recommendation to purchase, sell, or hold any specific security or to engage in any investment strategy. Investment decisions should always be made based on an investor’s specific objectives, financial needs, risk tolerance and time horizon.
This information does not constitute tax or legal advice. Please contact your tax and legal advisor about your particular situation.
NOT FDIC/NCUA INSURED | MAY LOSE VALUE | NO BANK GUARANTEE | NOT A DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
