Financial Investments in Greenville,
Spartanburg, and Anderson South Carolina

We’re here to help you feel confident in your financial future.

Whether you change jobs or retire, it can affect your employer-sponsored retirement plan. If this applies to you, there are available options when it comes to your assets. You can rollover the money into a new IRA plan, transfer the funds to your new employer’s plan, leave the money in the existing IRA, or cash out and pay the income taxes on the amount.

As we explain to our clients in Greenville, Spartanburg, Anderson and throughout Upstate South Carolina, a good option can be rolling the money over to a new qualified plan because this will permit your funds to accumulate further with deferred taxes remaining in effect. Of course, every financial situation is different and if your circumstances don’t allow for a plan rollover, we can help you cash out of your IRA and continue working toward your retirement.

Ready to Take The Next Step?

For more information about any of our products and services, schedule a meeting today.

Or give us a call at 864.235.2790