Individual Retirement Account Rollovers: Bank of Cashton, Wisconsin

Business Retirement Plans >

Request Bank Information

Individual Retirement Account Rollovers

Transitioning Your Retirement Plan

Make the Most of Your Savings

Don’t Leave Your Future Behind
Did you know that if you are changing careers, switching employers or even retiring, there is more than your immediate future at stake?

The money you have in a 401(k) or other retirement plan with a former employer is likely to be a large source of your retirement income. And what you do with that savings affects you long after you have adjusted to a new career, job or retirement.

Your decision may mean the difference between enjoying a comfortable retirement and struggling to make ends meet. It may also affect what you pay in taxes. Making the right decision means carefully considering your needs and lifetime objectives.

Your Needs and Objectives
When it comes to your future, do you want to:

• Continue saving for your retirement?
• Avoid unnecessary income and penalty taxes?
• Access these funds in the case of emergencies or as needed?
• Choose from a wide selection of investment options?

If any of these objectives are important to you, knowing what you can do with the savings accumulated in your former employer’s plan is essential. And working with the right financial professional can help you thoroughly weigh your options.

Don’t leave a potentially valuable piece of your financial future behind. Contact your financial professional today!

Our financial professionals help you determine:

• Whether your investment choices are appropriate for your age and objectives.
• How you may be able to save for retirement above and beyond an IRA rollover.
• If there are benefits to moving your retirement plan to your next employer’s plan.
• How your choice of savings plans will affect the options available to your beneficiaries.

Our financial professionals explain your options, and the potential implications for your retirement. They also conduct periodic investment reviews to keep you on track with funding your retirement.

Don’t leave a potentially valuable piece of your financial future behind. Contact your financial professional today!

Investment Securities and Insurance Products are offered through:

PrimeVest Financial Services, Inc.
Member SIPC/FINRA
723 Main Street
Cashton, Wisconsin
Ph. (800) 205-7203

PrimeVest Financial Services, Inc. is an independent, registered broker/dealer. Member SIPC/FINRA. Securities and insurance products offered by PrimeVest: * Not FDIC insured * May go down in value * not financial institution guaranteed * Not a deposit * not insured by any federal government agency.

View PrimeVest privacy policy and other important information.

Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

home bank history bank contact bank site map email us request information Links
©2006 Bank of Cashton Privacy Notice Terms & Conditions Member FDIC Equal Housing Lender

Notice: The bank is not responsible for and has no control over the subject matter, content, information, or graphics of the web sites that have links here. The portal and news features are being provided by an outside source - The bank is not responsible for the content. Please contact us with any concerns or comments.