Are your retirement funds working as hard as you?
Akers Wealth Management Group is ready to help you take control of your financial future and present the options available to you.
Benefits include:
- A dedicated team of highly experienced investment professionals
- Comprehensive investment management and personalized advice
- Allows direct control to your retirement funds to facilitate withdraws and investing
- Broad investment options to include stocks, bonds, ETFs, mutual funds, UITs and alternative investments
- Simplify access to your money through consolidation
- Tax planning strategies to seek to minimize tax liabilities
- Help streamline your estate planning through coordination with your attorney
We will also provide you with a clear understanding of how the current interest rate environment and rising cost of living may impact the decisions you make for your retirement plan.
CONTACT US AT 404-842-9018 or
Fred.akers@wellsfargoadvisors.com
Please keep in mind that rolling over your qualified employer sponsored retirement plan (QRP) assets to an IRA is just one option. Each option has advantages and disadvantages, and the one that is best depends on your individual circumstances. You should consider features such as investment options, fees and expenses and services offered. Investing and maintaining assets in an IRA will generally involve higher costs than those associated with a QRP. We recommend you consult with your plan administrator before making any decisions regarding your retirement assets.
Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.