Rollover IRA Services

Like many of us, you may be enrolled in a qualified retirement plan such as a 401(k).  When you change jobs, leave a company, or enter retirement, you must decide what to do with the assets you’ve built up in this corporate plan.  If you wish, you may choose to transfer these plan funds into a special Traditional IRA called a Rollover IRA. You may also transfer assets from one or more IRAs that you have built up over the years in order to provide better investment management or simply to consolidate several accounts into one.

Bay Trust can work with you to develop an asset allocation strategy for your Rollover IRA, taking into consideration your investment objectives, including cash needs, risk tolerance, time horizon and tax implications. For some individuals, IRAs represent a significant portion of a client’s wealth and a major contributor to an estate plan.