IRA Rollover Services
Let us help simplify the process of consolidating your retirement assets.
Change can be good — it can also lead to a fresh discussion about your IRA or 401(k) strategy. Sit down with one of our Financial Advisors to discuss your options. We can assess your current plan to determine if it will continue to meet your needs, based on your financial goals. If not, we’ll suggest strategies that will better address your objectives for the future.
Leaving Your Employer?
When you leave a job where you have a 401(k) plan you have several options for your plan and can engage in a combination of the following:
- Leave the money in your former employer’s plan, if permitted;
- Roll over the assets to your new employer’s plan, if one is available and rollovers are permitted;
- Roll over to an IRA; or
- Cash out the account value.
Contact Us Today
For more information, call us at (800) 851-8549, set up an appointment or use our contact form. You can expect a response in the next 24 hours.
**Check the background of our Financial Advisors on FINRA's BrokerCheck site.
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. Technology Credit Union (Tech CU) and Tech Investment Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Tech Investment Management, and may also be employees of Tech CU. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Tech CU or Tech Investment Management. The Tech Investment Management site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit LPL's Working with a Financial Professional Associated with a Financial Institution page for more detailed information.
Check the background of our Financial Advisor on FINRA's BrokerCheck site.
