IRA Rollover

Whether you are changing jobs, have changed jobs or retiring, whether or not you use an IRA rollover is a choice you will need to research and make.  Making the wrong decision can cost you in unnecessary taxes.  At Davis Wealth Services, one of our specialties is IRA Rollovers and working with pre and post retirees to create and implement an IRA Rollover strategy tailored to meet their needs in the most efficient and cost prohibative manner possible.  All IRA Rollovers are not the same.  Your age, financial condition and liquidity needs are all carefully considered when choosing what is in your best interest.  If you have an old retirement plan at a former employer, considering retirement or changing jobs, give us a call for a complimentary review of your options.


For more information on IRA Rollovers, click here.