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Rollover Consultation

Take Control of Your Retirement Accounts

Schedule a Free Rollover Consultation with a Wells Fargo Retirement Professional

Our experienced Retirement Professionals make consolidating your retirement accounts easy. We work with you to clarify your current financial situation, define your retirement goals, and help you see if a Rollover IRA is right for you.

Please fill out the short form below to schedule your free consultation. Once you click submit, a Retirement Professional will contact you within 3 business days.

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By clicking the button below, you expressly agree to being contacted by a Wells Fargo Advisors Retirement Professional at the telephone number you provided above. This express consent overrides any "do not call" restrictions you may have registered for with any state or federal "do not call" list, or any internal Wells Fargo privacy preferences, for this event only.

Please keep in mind that rolling over assets to an IRA is just one of multiple options for your retirement plan.  Each of the following options is different and may have distinct advantages and disadvantages.

  1. Roll assets to an IRA
  2. Leave assets in your former employer’s plan, if plan allows
  3. Move assets to your new/existing employer’s plan, if plan allows
  4. Cash out or take a lump sum distribution

When considering rolling over assets from an employer plan to an IRA, factors that should be considered and compared between the employer plan and the IRA include fees and expenses, services offered, investment options, when penalty free withdrawals are available, treatment of employer stock, when required minimum distribution begin and protection of assets from creditors and bankruptcy.  Investing and maintaining assets in an IRA will generally involve higher costs than those associated with employer-sponsored retirement plans. You should consult with the plan administrator and a professional tax advisor before making any decisions regarding your retirement assets.