When you’re in your 50s, it’s time to get serious about your financial plans for future retirement. Whether you need to catch up on savings or readjust your portfolio as this transition approaches, we help you take the actions you need to retire with confidence.
At 59½, you become eligible to roll over your company retirement plan to a brokerage of your choice. Up until now, you’ve been limited by the investment options in your company’s plan. Now choices are available to you with access to the whole of the market. This is a good thing, but it can also be overwhelming. With our experience, we can educate you on your options and help you make the best decisions for your situation.