We'll help rollover or offer advice on investments in your 401(k), 403(b), 457 plans or SEP-IRAs.
It's not uncommon for an individual to accumulate multiple retirement plans during the course of his or her career. Keeping track of multiple accounts and passwords can become cumbersome. Cline Financial Services will help you streamline your financial future by rolling these accounts into a single traditional or Roth IRA. By consolidating your prior retirement accounts, you typically lower your costs and expand your investment options.
Additionally, if you're currently invested in a company retirement plan, Cline Financial Services can assist you in investment choices within your employer's plan, using a limited trading authorization from your human resources department.
