Retirement Planning
Whatever your goals are, we'll partner with you to get you there!
Individual Retirement Plans
One of the fastest ways to accumulate wealth is in a company sponsored 401(k) plan. However, as individuals change employers more frequently then ever, they need to know their options in order to prevent unnecessary tax consequences related to their retirement plans. "Rolling" your retirement plan assets into an individual retirement plan (IRA), is one very popular option that is available to you.
The experts at FNB Financial can help you weigh the advantages and disadvantages of rolling your funds into an IRA. Some circumstances to consider when deciding to roll your assets into an IRA are:
- Do you have the time or desire to manage the assets yourself?
- Has your former company's 401(k) investment performance met your expectations?
- Are you looking for professional money management of individual securities?
- Are you going to be immediately employed and does your new employer's plan offer an attractive array of investment choices?
For further information about our services, or to schedule a consultation, please contact one of our experienced advisors.
Disclosure Notice |
Investment, annuity and insurance products: 1) are not deposits or other obligations of, nor are they guaranteed by, FNB Financial or its affiliates; 2) are not insured by the Federal Deposit Insurance Corporation (FDIC) or any other agency of the United States or by FNB Financial or its affiliates; and 3) are subject to investment risks, including the possible loss of value.
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