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401k Rollover

Invest in a Relationship


Rollover landing

Rolling over is meant for retirement savings, too.

There are a number of situations when rolling your old 401(k) assets into an IRA makes sense:

  • You don't know what to do with your old 401(k) or what your options are
  • You have multiple plans from previous jobs
  • Your current plan isn't performing to its potential
  • Your 401(k) is overly dependent on one company

So don’t just let your 401(k) sit there! Throw it a bone and find out what options you have that will benefit you most.

Review our helpful article for more details on keeping your portfolio up-to-date through life’s changes.

Help with the Rollover process

The GTE Investment Group has Financial Advisors who will help you through every step of the rollover process: from contacting your former employer to providing information on the array of investment options to help you meet your goals.

Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency. Advisory services may only be offered by Investment Adviser Representatives. Click here to view Cetera Investment Services Privacy Policy, other Important Information and Business Continuity Plan.

This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com

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