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IBC Bank Investment Services

Rollovers

Rollovers Advantages by IBC Bank
A plan participant leaving an employer typically has four options (and may engage in a combination of these options), each choice offering advantages and disadvantages. For balance, please update your material to include each option below:
  • Leave the money in his/her former employer's plan, if permitted
  • Roll over the assets to his/her new employer's plan, if one is available and rollovers are permitted
  • Roll over to an IRA
  • Cash out the account value
 
 
Learn more about strategies to attain your financial goals, such as Retirement Solutions, IRAs, Changing Jobs (Rollovers), College Savings, 529 Plans, Financial Guidance, and Estate Tax Planning.
 
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.