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I have recently left my employer and need to rollover my 401(k) into an IRA. Can I roll it over at FAIRWINDS?

Yes. Funds in an employer's Qualified Retirement Plan can be rolled over into an IRA at FAIRWINDS. If you do not have an existing IRA at FAIRWINDS, click here to open a new FAIRWINDS IRA relationship or visit our IRA page to learn more. Then contact your Employer Plan Provider to initiate the Direct Rollover to FAIRWINDS.

For additional advice on your retirement options, speak with a FAIRWINDS wealth management expert over the phone.

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