Rollover Options

When you’re leaving a job for a new opportunity, Webster Investment Services can provide options for your former 401(k), as well as help you consolidate your current IRA Rollovers.

  • Fast Facts
  • Get professional guidance
  • Choose from range of options
  • Consolidate IRAs for lower fees

You’ve diligently put a portion of every paycheck into your company’s 401(k). And if you’re changing jobs or retiring, or need to consolidate multiple IRAs from a former employer, you need to make an important decision on how to handle your employee-sponsored retirement plan. At Webster Investments, we’re always here to help.

Experienced Financial Consultants can guide you through your rollover options and give you the confidence to choose the one that’s suitable for you.

Webster’s Financial Consultants Can Offer You

  • Insight on the impact and pros and cons of each rollover option
  • Tax-deferred, penalty-free ways to directly rollover to an IRA
  • An assessment of your short-term needs and long-term goals
  • Tax-advantaged strategies
  • Opportunity to consolidate multiple IRAs still in former employers’ plans for more efficient and effective management

Keep in Mind

Consult tax advisor/professional regarding your specific situation.

Need personalized investment advice? Have a Financial Consultant contact you.

To learn more about your Rollover Options, please call us at 1-888-493-2783, option 4, or visit a Webster branch near you.

401k Options When You Leave a Job

Rollover Options Chart

 

Securities and Insurance Products:

 Not FDIC Insured Not Bank Guaranteed  May Lose Value 
 Not a Bank Deposit  Not Insured by any Federal Government Agency 

 

Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Webster Bank, N.A. and Webster Investments are not registered broker/dealers and are not affiliated with LPL Financial.

 

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NY, CT, MA & RI.

 

The Webster Symbol and Webster Investments are registered trademarks of Webster Bank, N.A. registered in the U.S. Patent and Trademark Office.

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