IRA Rollover PlanningA Rollover IRA is a tax free transfer of funds from a ex-employer’s retirement plan such as a 401k, 403b, 457 or Thrift Savings Plan to an IRA. When you change jobs you are entitled to distribute or “rollover” your previous employer's retirement plan to a Rollover IRA. By rolling over an ex-employer’s retirement plan into a Rollover IRA, you maintain the tax deferred status of your retirement account. Also, a Rollover IRA will allow you to consolidate all of your ex-employer’s retirement accounts into one IRA, making it easier to manage your retirement investments. A significant advantage of a Rollover IRA versus leaving your retirement assets with an ex-employer is increased investment flexibility. A client with a Rollover IRA can invest in ETFs, stocks, bonds, institutional money managers and over 10,000 mutual funds. Depending on the needs of a client, NAMCO may prepare an evaluation of existing portfolio investments and provide recommendations for other investments as appropriate. |
Contact Info
23150 Fashion Drive, Suite 231
Estero, FL 33928
Map and Directions
Phone: 239.593.5525
Fax: 239.593.9731


