Who We Serve
1. 401(k)-IRA Rollovers: $750,000 Minimum +
2. Investment Planning & Estate Investment Planning Strategies: $1,000,000 - $10,000,000
3. High Net Worth: $10,000,000 +
Please keep in mind that rolling over your qualified employ sponsored retirement plan (QRP) assets to an IRA is just one option. You generally have four options for your QRP distribution: 1. Roll over your assets into an Individual Retirement Account (IRA) 2. Leave assets in your former QRP, if plan allows 3. Move assets to your new/existing QRP, if plan allows 4. Take a lump-sum distribution and pay the associated taxes. Each of these options 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. Your Wells Fargo Advisors Financial Advisor can help educate you regarding your choices so you can decide which one makes the most sense for your specific situation. Before you make a decision, read the information provided in this piece to become more informed and speak with your current retirement plan administrator, and tax professional before taking any action.