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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 regarding 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 regarding to tax deferral strategies, consult with a qualified tax professional for guidance.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA / SIPC). Insurance products are offered through LPL or its licensed affiliates. IBC Bank and IBC Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using IBC Investment Services and may also be employees of IBC Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of IBC Bank or IBC Investment Services. This site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Alabama, Arkansas, Arizona, California, Colorado, Delaware, Florida, Georgia, Indiana, Kansas, Kentucky, Louisiana, Maryland, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Jersey, New Mexico, North Carolina, Ohio, Oklahoma, South Carolina, Tennessee, Texas, Virginia and Washington.

Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value