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.
A 401(k) is a feature of a qualified profit-sharing plan that allows employees to contribute a portion of their wages…Learn More > >
A 403(b) plan, also known as a tax-sheltered annuity plan, is a retirement plan for certain employees of public schools,…Learn More > >
Plans eligible under 457(b) allow employees of sponsoring organizations to defer income taxation on retirement savings into future years. Ineligible…Learn More > >
Simplified Employee Pension (SEP) Plans are designed for sole proprietors, business owners in a partnership, or self-employed individuals. They provide…Learn More > >