Rolling your old employer-sponsored retirement plans like 401(k) or 403(b) plans into a Rollover IRA allows for consolidation and easier management. A FinTrust team member can assist you in getting the assets rolled out of your old plan.

Key Benefits

  • All or a portion can be rolled
  • Maintains the tax-deferred status
  • Broader range of investment options
  • Distribution rules still apply

If you have questions about rolling over your IRA, please contact us, at 864.288.2849 or submit a contact form.