There are typically four options to consider when leaving an employer’s retirement plan, each with its benefits and considerations.
Converting a portion of your tax-deferred assets to a Roth IRA may be a planning consideration based upon your particular circumstances.
Offices conveniently located in Lombard and Naperville, Illinois.
|Lombard:||555 E Butterfield Rd., Suite 212 |
Lombard, IL, 60148
By appointment only
|1700 Park St., Suite 203 |
Naperville, IL 60563
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of AK, AZ, CA, CO, DC, FL, GA, HI, KS, IA, IL, IN, LA, MA, MI, MN, MO, NC, NJ, NM, NV, NY, OK, OR, SC, SD, TN, TX, VA, WA, WI. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Independence Capital Financial Partners, LLC are not affiliated.
© Copyright 2021 Independence Capital Financial Partners, LLC