IRA & 401(K) Assets

Your largest retirement savings are likely within an IRA and/or a 401(k) plan. As an employee, you often participate in such plans. If you change jobs, you are typically allowed to withdraw the funds (with penalty), leave the funds where they are, or transfer (roll over) the money to another existing IRA. The choices you make affect your financial plans and, therefore, should be made in consultation with the professional of Priority Financial who best understand your current situation and where you want to be in the future. We can help you meet your current financial needs as well as help you protect your assets for use during your retirement that you could never outlive.

For guidance on your securities holdings, please consult with your own broker/dealer representative or registered investment advisor.

We invite you to come into our office

Your financial professional is not permitted to offer, and no statement contained herein, shall constitute tax, legal or accounting advice. You should consult legal or tax professional on any such matters. For guidance on your securities holdings, please consult with a broker/dealer representative or registered investment advisor.