Retirement Rollover

After years of employment and building assets in a Retirement Plan, we can assist you in properly transferring and investing this part of your nest egg in a tax-deferred account.

Whether you want to aggressively invest or would prefer to play it safer, you as the owner make the decisions. We're here to make suggestions along the way and to ultimately, enact your decisions.

Summary
  • Full service IRA asset holding and account management
  • Transfer and invest in a tax-deferred account
  • Different rollover options available
  • Works with you to invest as you see fit
  • Stocks
  • Bonds
  • Mutual funds
  • First Citizens bankers experienced in wealth management