Consolidate your retirement savings from previous employer-sponsored plans, such as a 401(k) or 403(b), while maintaining the tax-deferred status of your retirement savings and expanding your investment choices.

Why roll-over retirement savings at Investment Centre?

We know you have options when it comes to selecting a Rollover IRA. Here are some reasons to choose Investment Centre for your investment solutions:

We’re here to help.
We can answer your questions, customize a plan, and guide you through the paperwork and even call your previous employer’s plan administrator with you to initiate your 401(k) rollover to an IRA.

More investment choices.
We offer an array of products and solutions that are designed to fit your needs: stocks, fixed-income securities, ETFs, and mutual funds in addition to other comprehensive advisory services.

Simplified management.
It’s easier to track your progress and make informed investment decisions when your retirement savings are in one place.  We will help you review your plan and make changes as necessary to keep you on track for your retirement.

 How do I roll over to an IRA?

Step 1: Make an appointment with us, stop by, or give us a call at 608-846-4771. 

Step 2: We will Customize a plan for your retirement assets based on your future goals and objectives.

Step 3: Move your assets from your former employer’s 401(k), 403(b) or other employer-sponsored plan to an Individual Retirement Account. We will handle all of the paperwork for you.

It's that easy!