Rollover Assistance in Littleton & Centennial

Have you left a job in Centennial, Littleton, Parker, or anywhere in the Denver metro area in the last couple of years? Or left a job anywhere in the nation and moved to the Centennial, Littleton or Parker area? If so, you may have left a 401(k), 403(b), Thrift Savings Plan(TSP), an unvested pension, a Simple or SEP IRA. We take our roles as a fiduciary very seriously. If you would like to move your old accounts to a rollover IRA, you must be made aware of the possible tax consequences and fees associated with such a move. Does your old plan provide you investment advice, the full universe of stock and bond investments, guaranteed income, or just a small number of choices at a reasonable fee? Our advisors will provide the pros and cons to keeping your money with your old employer or moving it to an IRA using our investment management style. A rollover of your old retirement plan, if done correctly, will not incur current taxes. You must be able to compare the old and new and make an informed decision. We will make sure you have all the information needed to do so to make your rollover decision.

Rollovers can also be done from Traditional IRA to Traditional IRA, Roth IRA to Roth IRA, and Traditional IRA to Roth Conversion IRA. Christopher Lee Financial experts will take the guesswork out and make sure we are doing what is in your best interest. Our clients are located throughout the country, but we specialize in working with clients in Centennial, Littleton, Highlands Ranch and Parker, CO. Please reach out to us today so we can start discussing cost-effective options for your financial future.