IRA Rollover Options

Tax-advantaged Retirement Saving 

Limitless Investment Options 

Flexible Contribution Choices

Preparing You For The Retirement You Planned For

Donner’s Financial Services, Inc. | Port St. Lucie, Florida

IRA Rollovers in Port St. Lucie, FL

Donner’s Financial Services, Inc., helps you plan your IRA Rollovers in Port St. Lucie, FL. When you’re changing employers or going into retirement, you have a few choices. You can leave your money in your old 401(k), move it to your new employer’s 401(k), or roll it into an IRA.

Putting your money in an IRA means that it’s in your control, not your former employer’s. This ensures that you’ll have access to your money and won’t have to contact your old company when it comes time to retire. For more info about IRA Rollovers, don’t hesitate to contact us!

PROVIDING SOLUTIONS FOR TODAY’S CONCERNS AND TOMORROW’S FUTURE

Planning Your IRA Rollovers With Donner’s Financial Services, Inc.

When you’re rolling over your IRA, it’s important to understand what kind of accounts you’re putting your money into. Some plans have a high risk/high reward options that are ideal for younger investors. Others have safer, more stable portfolios that are designed for people nearing retirement. A registered investment advisor can help you understand the difference.

Additionally, there are two main types of IRA you should be aware of:

Traditional IRA

These programs use pre-tax income to fund your investments. Since you don’t have to pay tax on this money, you can afford to invest more upfront. However, you’ll have to pay tax on any money that you withdraw from the program. The theory behind this investment is that your investments’ growth will offset what you end up paying in taxes.

Roth IRA

These programs use post-tax income. On the downside, you won’t be able to invest as much upfront since you’ll have to pay income tax before investing. On the other hand, your withdrawals will be tax-free after retirement, making your income more predictable and allowing you to take smaller withdrawals.

William Donner

Investment Advisor Representative

Call Directly At: 772.353.5414

Our Financial Services in Port St. Lucie, FL

You could manage your IRA rollovers on your own. However, there are several advantages to working with a wealth management professional like Donner’s Financial Services, Inc., including:

  • Understanding regulatory changes – Whether due to Congress, regulatory agencies, or state law, the rules and regulations surrounding IRA’s are in constant flux. We keep track of these changes, so you don’t have to.
  • Managing fund changes – Suppose your IRA is in a fund that suddenly closes. Are you prepared to do all of the research to reallocate your assets appropriately?
  • Addressing your specific concerns – IRA’s aren’t always a straightforward retirement investment. You may want to use some of your savings to fund a child’s college education or protect your money from estate taxes. A professional can sit down with you and understand your concerns, then create a plan that’s tailored to your needs.

We offer a variety of portfolio management and retirement planning services. We also offer insurance solutions to ensure that your retirement is safe from the market’s whims.

If you want to work with a Registered Investment Advisor who understands your needs and risk tolerance, Contact Donner’s Financial Services, Inc.

We offer retirement planning services to Port St. Lucie, Stuart, Jenson Beach, West Palm Beach, and the surrounding communities. Call us directly at 772.353.5414 to schedule a consultation.

SECURITIES TRANSFER AGENTS MEDALLION PROGRAM

Donner’s Financial Services Inc. is a Registered Investment Advisor. The firm only transacts business in states where it is properly registered, excluded or exempted from registration requirements. Registration as an Investment Advisor does not indicate that the advisor has attained a particular level of skill or ability.

William D. Donner Is an Investment Advisor Representative for Donner’s Financial Services Inc. based In Port St. Lucie, Florida. Donner’s Financial Services Inc. is licensed in Florida under the Florida Financial Regulation Division.

Donner’s Financial Services Inc. is also licensed in Michigan under the Corporation Securities and Commercial License Bureau OF THE STATE OF MICHIGAN.

Donner’s Financial is also Licensed in Michigan and Florida to sell insurance.

The information included herein should not be considered a solicitation or an offer to sell products or Financial Services in any State besides those in which
Donner’s Financial Services Inc. or William D. Donner is properly licensed.

Donner’s Financial Services – Port St. Lucie, Florida

Donner’s Financial Services – 240 Peacock Blvd. – Suite 301 – Port St. Lucie, Florida 34986