Eric Kohlmeier

Senior Financial Advisor, Managing Director - Investments


Are you one of the 25 million Americans who has left your 401(k) behind?*  If you have assets at a former employer, it may be time to consolidate them into one retirement nest egg. Even if it’s a small balance, consolidating your retirement plan assets now may help you in the future.


Why consolidate your retirement accounts?

Get a centralized view of your entire retirement savings—and we will help you optimize your investment mix

Simplify the process of taking your Required Minimum Distributions

Enjoy access to a wide range of investment choices to help meet your retirement goals

We can help you take control of your hard-earned money.  Let’s work together to locate your old 401(k)s and get them working for you with access to a wide array of wealth management services.

 

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.

*Study was conducted over the 10-year period from 2004-2013.

 

Let’s have a conversation.  Call or email me.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
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For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

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Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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