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Rollovers & IRA TransfersRollovers & IRA Transfers

Have you found yourself among the millions of Americans who've suddenly become unemployed or have switched careers due to recent events? In addition to making sure you're meeting expenses and developing a path moving forward, you'll need to consider what to do with your retirement plan from a previous employer. Should you rollover your 401(K) or leave it where it's at? Our latest guide, 5 Pros & Cons of 401(K) Rollovers, provides insights.

Click on the following link for more information on the benefits of Rollovers.

Making the right decisions at the right time can help ensure the money you worked hard to save continues to work hard for you. If your employment status changed recently, don't neglect one of your most important assets. Bethel Coleman, our TTIS Financial Advisor, can help you evaluate your options so you can make the best decision for your assets and your future.

Click on the following link for frequently asked questions about Rollovers.

 


Contact Your Financial Advisor

Bethel Coleman Financial Advisor

 

 

Bethel Coleman, CRPC 

To request a Consultation, call us at 615-780-7803. Monday-Friday 8:30-4:30, email us at bethel.coleman@lpl.com or click below.

For your protection, TTIS does not accept trading instructions via voice mail, text messages, instant messaging, or facsimile. Please speak directly with your Financial Professional you need to give instructions related to your account.

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*Bethel  Coleman is a financial advisor with, and securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. The Tennessee Credit Union and The Tennessee Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using The Tennessee Investment Services, and may also be employees of The Tennessee Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, The Tennessee Credit Union or The Tennessee Investment Services, Not Insured by NCUA, or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value.

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