March 19, 2019

Do you have a Retirement Account eligible to be Rolled Over?

Do you have a retirement account that is eligible to be transferred? Would you like more control in the management of your retirement account(s)? Here at BOSC we offer the professional advice while still allowing you to be in control of how your assets are managed. We offer options and strategies for investing to match your life stage, your personality, and your long term goals retirement.

A Rollover IRA may be appropriate for
Individuals who have changed jobs or retired and have left savings in a former employer’s workplace savings plan (i.e., 401(k), 403(b), governmental 457 (b))

Fees
There are no opening, closing or annual fees for Fidelity’s Traditional, Roth, SEP, SIMPLE, and rollover IRAs.*

Investment Options
Get access to a wide range of investment options

Withdrawals
10% early withdrawal penalty may apply for withdrawals taken prior to age 59½ if no exceptions apply. Penalty-free withdrawals for qualifying first-time home purchase and certain college expenses.

Required minimum distributions (RMDs) starting at age 70½.

Support and Guidance
Our research and tools can help you choose investments and create a long-term plan.

*Courtesy of Fidelity Investments