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Agnone & Associates can help you evaluate your options with regard to rolling over a former employers 401k or other retirement plan to your own IRA. In addition we can help you make wise decisions regarding your current IRA's and the allocation and fund managers involved.

We help take the guesswork out of managing your retirement nestegg.

A member of our team will meet with you to review your goals, level of tolerance for risk, and time horizon to suggest a suitable portfolio of funds and managers.

We offer to meet with our clients annually or as frequently as desired to check up on progress toward goals and to make adjustments as needed. Support is there when you need it.

Some of the benefits that a typical client of ours can enjoy by rolling over their company retirement plan to an IRA include:

  • A wider selection of investment alternatives
  • Avoids taxation and penalties associated with lump sum distributions
  • Establishes relationship with professional investment advisor (Agnone & Associates)

Before deciding whether to retain assets in a 401(k) or roll over to an IRA, an investor should consider various factors including, but not limited to, investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock. Please view the Investor Alerts section of the FINRA website for additional information.

The Agnone Advantage

Why Agnone & Associates?

  • Decades of experience
  • Personal Attention
  • Exceptional Service

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