Retirement Account Rollover

After you left a previous job, did you leave behind your retirement account, too? If so, we can show you how rolling over your retirement account can potentially give you more control over your money.

Schedule an appointment

Breathe life into an old retirement account

When you leave behind an employer-sponsored retirement account from a previous job, you often forget about managing or monitoring it actively. There’s opportunity to roll your account into an Individual Retirement Account (IRA) at HawaiiUSA Insurance and Investment Services, LPL Financial. Here’s how a rollover could help you:

The potential for more investment choices available than your current plan
Consolidate your accounts to simplify retirement planning
Makes the withdrawal process easier when you reach retirement
Rollovers can be performed without you paying taxes or penalties
Work closely with a Financial Advisor at HawaiiUSA Insurance & Investment Services who will guide you while keeping your best interests in mind

If you’d like to talk to us today, please call (808) 844.8338 or visit one of our convenient locations.

Have a Question?

Name

Email

Address

Phone

Question

Thank you!

Oops!