Individuals & Families

Over the years you may have opened or inherited numerous investment accounts making it difficult to manage your portfolio and see a full picture of your retirement future. Rollovers are ideal if you have recently changed jobs or retired and are looking  to consolidate and manage your retirement assets.

Flexibility and Control
When you roll over your account you gain more control over costs and the flexibility to invest in a wide menu of solutions to help you create a comprehensive investment strategy.

Rolling Over With Confidence

Janney Financial Advisors have the knowledge and resources to help you with complex IRA rollover issues including:

• Penalty free IRA distributions prior to age 59 ½  (IRS Rule 72(t))
• Special tax treatment of company stock held in your IRA
• Inherited and Stretch IRAs
• Roth Conversions

Our goal is to help take the worry out of moving a significant portion of your life savings. Having assisted countless investors with rollovers and consolidation of their retirement accounts, your Janney Financial Advisor can offer the following services to ensure a smooth rollover process for you:

• Complete the complex paperwork necessary for the transfer of your accounts.
• Monitor processing of paperwork to avoid administrative and human errors to minimize any potential delays
• Assist in organizing beneficiary records to help ensure assets are distributed to heirs as intended.
• Regularly communicate and provide status updates regarding your rollover.

It is important to maintain control and be aware of the values in your investment accounts. In the future you may need to turn your retirement savings into readily available income.

Contact your Janney Financial Advisor to get started.