|Changing jobs? Retiring soon?
If you’re still holding on to a retirement account at a former employer, now is the time to roll it over and get all of your assets working together. Consolidating retirement accounts at Baird can provide you greater control over your assets, reduce fees and paperwork, and make future distributions easier. Other benefits include:
Send us an email to find out how easy it is to roll over at Baird.
- The IRA annual fee is waived for the first year – Roll over retirement assets into a Baird IRA by December 2, 2013, and we’ll waive the first year’s IRA annual fee. Other account fees, fund expenses, brokerage commissions and service fees may apply.
- Investment flexibility – Baird’s industry relationships provide access to a wider range of investment types and vehicles for your retirement savings.
- Simplicity – You’ll have fewer statements to review, fewer tax forms, and all your information will be in the same place.
- Integrated planning – Your retirement assets become part of the comprehensive financial plans you make with your Baird Financial Advisor, who can help you ensure your investment selections reflect your current situation as well as your long-term goals.