401(k), 403(b) and 457(b) Rollover to an IRA

Rollover Your 401(k), 403(b) and 457(b) to a Professionally Managed IRA

Have you left your job? Don’t miss the opportunity to rollover your old 401(k) to a Professonally Managed IRA.

Did you know you may be able to rollover your current 401(k) to a Professonally Managed IRA?

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Professionally Managed Accounts Can Generate 3-4% Higher Returns Per Year

Vanguard’s whitepaper “Putting a value on your value: Quantifying Vanguard Advisor’s Alpha” concluded that wealth management best practices can add up to, or even exceed 3% in net returns per year.

Russell Investments’s whitepaper “Value of an Advisor” concluded that the value of an advisor is approximately 5% per year.

Professionally Managed Accounts Can Generate 75% Higher Values Over 20 Years

Applying Vanguard’s whitepaper conclusion of 3% per year generates a 75% higher account value over 20 years.

Retirement Plan Providers Include

Alight

Chalres Schwab

Empower

Fidelity Investments

Principal

Vanguard

Voya

Well Fargo

Many Others