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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. Learn more

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 to view the Cetera Investment Services Privacy Policy and other Important Information. Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information on this website is for U.S. residents only and does not constitute an offer to purchase brokerage services to persons outside of the United States.
Representatives of a Registered Broker-Dealer ("BD") or Registered Investment Advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state's registration requirements.
Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.
We are registered to offer securities n the following states: AL, AR, AZ, FL, GA, IL, LA, MA, MD, NC, OH, SC, TN, TX, VA, VT


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