We know change happens.

If you’re in the process of leaving your job and need help reviewing your work retirement plan rollover options, you have come to the right place.

There are typically four options available when leaving a job:

  • Leave the money in the former plan if permitted.
  • Roll over the assets to the new employers plan, if one is available and rollovers are permitted.
  • Roll over to an IRA; or cash out the account value.
  • We are intimately familiar with processing rollovers for 401k, 403b, 457, and 401a plans.

We won’t simply roll your hard-earned assets over: We will take you through our entire comprehensive retirement planning process.

Together, we will review your options and determine what is best for your retirement savings, regardless of whether you are retiring today or preparing for your eventual retirement years from now.

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Matthew Carter, Owner

Matthew Carter, Owner

Aines, Carter & Associates will

  • Not waste your time

  • Always have a purpose for meeting.

  • Take your calls

  • Contact you to schedule periodic meetings

  • Listen to you

  • Identify your goals.

  • Recognize your family’s priorities

  • Provide you with solutions.

  • Hold you accountable.

  • Monitor your progress towards your goals.

  • Provide you with a straightforward financial summary.

  • Be forthright

  • Simplify your life.

Retirement Planning Services

Ready to talk?

Available by phone, email or on Facebook, 24 hours a day, seven days a week.

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