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Michael Papa

IRARollover

About IRA Rollovers
Rollover means to move money from a 401(k) or other qualified retirement plan into an IRA. If you receive a payout from your company-sponsored retirement plan, choosing a Rollover IRA could be to your advantage. You will continue to receive the tax-deferred status on your retirement savings and you will avoid penalties and taxes (restrictions, limitations and fees may apply).
Alternate textIt's a good idea to keep your Rollover IRA separate from any other IRA's you might have because once you make contributions to a Rollover not from a company sponsored plan, you lose the right to move this Rollover to a company sponsored plan in the future.
Securities offered through Triad Advisors, LLC (Triad), Member FINRA/SIPC. Advisory services offered through Osaic Wealth Advisory Services, LLC (Osaic Wealth Advisory). Triad and Osaic Wealth Advisory are separately owned and other entities and/or marketing names, products or services referenced here are independent of Triad and Osaic Wealth Advisory.

Triad Form CRS

Osaic Wealth Advisory Form CRS


This communication is strictly intended for individuals residing in the states of AL, CO, FL, NC, SC & VA. No offers may be made or accepted from any resident outside the specific state(s) referenced.