IRA and 401k Rollovers

Our background in both Investment Advisory and Taxation provides a unique and valuable combination for our clients at Canty Financial Management (CFM). This very combination is what sets our firm apart from other investment advisory firms. 

With your IRA Rollover and 401k Rollover you will have access to a wide array of investment choices thru our custodian TD Ameritrade, including over 13,000 Mutual Funds, Exchange Traded Funds, and publicly traded stocks and bonds.  You have the ability to completely control the distributions from year to year in order to minimize tax impact and maximize tax deferred growth.

Is a 401(k) rollover right for you?  When you left your old job, did you leave your retirement savings behind? Give your money a fresh start by rolling it over into an IRA.  CFM makes rolling over your 401k and IRA easy.  

What you have to gain from an IRA Rollover and a 401(k) rollover with CFM:

  • More flexibility with your investments.  With an IRA, you have the freedom to select from a wider range of investments than most employer-sponsored plans typically offer.
  • Your entire retirement picture in a single view. When all of your retirement savings are in one place, it's easier to manage your accounts and monitor your progress.
  • Keep your retirement savings tax-advantaged. Just like your 401(k), 403(b), or other retirement plan, an IRA offers important tax benefits.

Our financial advisors can guide you through the process from start to finish, offering step-by-step assistance. We can handle the rollover paperwork and contact your former plan administrator—all at no cost to you.

CFM provides fee only advice, and does not get paid commissions for buying or selling investments.  CFM is regulated as a Registered Investment Advisor, and must adhere to a strict fiduciary standard of care, which mandates that we must place our clients interest ahead of our own interests at all times.

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