Let's Rollover.有奖问答

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        Do you have multiple retirement accounts from previous employers? You're not alone, as the average American has as many as seven! Take our quiz to determine if a Rollover IRA could be a good choice for you.



#1 Have you changed jobs and left money in an old employer’s retirement savings account,
i.e., 401(k) or 403(b)?
      ♦ YES 
      ♢ NO



#2 Are you concerned about the tax implications of moving an old retirement savings account to an IRA?
        ♦ YES 
        ♢ NO





#3 Are you concerned about the fees associated with having an old retirement savings account(s)?
       ♦ YES 
       ♢ NO



#4 Do you think that you won’t be diversified if you roll your old accounts into a single IRA?
         ♦ YES 
         ♢ NO



#5 Are you looking for someone to help you determine what to do with an old retirement savings account?
         ♦ YES 
         ♢ NO



While some people prefer to do it all themselves, there are benefits to working with a professional – especially if it’s a professional who only focuses on retirement. They can usually guide you step-by-step through the process of opening a rollover IRA, help you pick an appropriate investment strategy, and answer your retirement planning questions along the way.

CONTINUE⇒



#6 Have you put off rolling over your old retirement savings account because you don’t want to deal with the hassle?
        ♦ YES 
        ♢ NO





        完成以上6个问题的调查表，微信给我可以直接找我拿红包。