Saturday, March 24, 2018 4:09AM

Retirement Plan Rollover

Blue starburst annnouncing free IRA roll overs.

If you are changing jobs or retiring, rolling over your IRA might be the last thing on your mind.  In reality, it is a very important step in obtaining your retirement goals.  At Markey Wealth Management, we can help you make this process as effortless as possible.

When you roll over your qualified retirement accounts with Markey Wealth Management, you receive:

  • Personal consultation
  • Paperwork prepared and submitted to your former employer for you
  • Retirement plan analysis
  • Customized asset allocation model
  • 1st year IRA fees waived, a $40 value
  • Reimbursement of termination fees from your previous firm, up to $100

If the value of your retirement account is at least $50,000, we are proud to offer all this for free.  Please give us a call at 352-338-1560 or email with “IRA Rollover” in the subject line to set up an appointment or learn more.  Let Markey Wealth Management make retirement plan rollover simple.

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