SERVICES

PHELPS FINANCIAL GROUP

IRA/RMD Rollover

Many employees may find that rolling it over into their own IRA may be beneficial since they can likely save money on fees and expenses, pick the new financial institution or custodian where it will be kept, or allow a financial professional of their choosing it to shepherd it. If you have an old 401(k) and want assistance of what to do with it, our office is here to assist you!

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