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IBC Bank Investment Services

Changing Jobs

Changing Jobs - IBC Bank
If you are changing jobs, you will be faced with decisions regarding your retirement plan assets-whether to remain in the existing plan, receive partial or full distributions, rollover into your new employer's plan, or establish a rollover IRA. There may be significant tax consequences depending on the choices you make. Let an IBC Investment Services representative explain to you the various options and help you select the optimum solution that meets your specific requirements.
Learn more about strategies to attain your financial goals, such as Retirement Solutions, IRAs (Rollovers), Retiring (Rollovers and Immediate Annuities), College Savings, 529 Plans, Financial Guidance, and Estate Tax Planning.
Before making any decisions in regards to choosing a retirement account or plan, please consult with your financial advisor. Consider your personal financial situation, time horizon, and investment objective before purchasing a retirement plan.
Before making any decisions in regards to tax deferral strategies, consult with a qualified tax professional for guidance.
Securities offered through LPL Financial, member FINRA / SIPC. Insurance products offered through LPL Financial or its licensed affiliates.
IBC Bank and IBC Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured IBC Bank deposits and are not FDIC insured. These products are not obligations of the IBC Bank and are not endorsed, recommended or guaranteed by IBC Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.