Copyright © 2008 The Simsbury Bank & Trust Company. All Rights Reserved.
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Changing jobs is a lot to manage.
The last thing you need to worry about is managing your IRA.
With the complicated tax rules surrounding IRAs, it pays to get the advice of a professional advisor before you make any change. After all, you’ve got a number of options to consider. Should you roll over your retirement assets to an IRA that you control? If you still have funds in a 401(k) plan associated with earlier employers, should you keep them where they are or take lump-sum distribution? What are your options for avoiding the mandatory withholding tax?
The financial advisors at SBT Investment Services, Inc.* can help you answer these questions, and many others. With time at a premium, it makes sense to call now. Even if you’re only thinking of changing jobs, getting your information ahead of time can help turn a good job into a great future.
We look forward to hearing from you! |
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* The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Connecticut, California, Florida, Maine, Maryland, Massachusetts, New Jersey, New York, Pennsylvania, Rhode Island, South Carolina, Vermont, Virginia, Washington.
Securities and Insurance products offered through LPL Financial and its affiliaties.
A Registered Investment Advisor Member, FINRA/SIPC.
| NOT FDIC INSURED. |
NO BANK GUARANTEE. |
MAY LOSE VALUE. |
| NOT A DEPOSIT. |
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. |
Simsbury Bank and SBT Investment Services are not affiliated with LPL Financial.
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