IRA Rollover App

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Rolling-over any retirement account to a new IRA is a decision that ought to be made carefully, intentionally and with unbiased guidance from a fiduciary advisor. In addition, any rollover you consider ought to be an improvement (i.e. a reduction in fees, a broader selection of investments, or a greater level of customer service).

Here are a few questions to help you choose what makes the most sense for your retirement dollars...

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Do you currently have assets in either an Individual Retirement Account (IRA) or an employer-sponsored retirement plan (e.g. 401k, 403b or 457 plan)?

Yes, I have one of the 4 account types described above.

No, I only have taxable or non-retirement accounts.

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If it's an employer-sponsored plan, are you still actively employed, or have you retired, left their employment, or reached age 59.5?* This field is required.

Still employed with them but haven't reached at 59.5.

I'm age 59.5 or older, but still work for that employer.

I've left the employer who sponsored my account.

I actually just have an IRA.

4

In terms of customer service, how would you rate your satisfaction with your current provider or advisor?

Poor. I feel ignored or neglected.

Average. It is what it is.

Good. I can reach them when I need to.

Great! They are attentive and pro-active.

5

Are you unhappy with the current investment options available in your retirement account?* This field is required.

Yes, I'm unhappy.

No, I feel the choices are fine.

6

Are you concerned about high fees or administrative costs in your existing retirement account?* This field is required.

Yes, I am.

No, the plan fees are very low.

7

If your account is currently in a company 401k plan, does it include shares of company stock?

YESNO

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As you approach retirement age, are you seeking more flexibility to facilitate withdrawals?* This field is required.

Yes

No

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Do you want greater control over your investment choices, such as access to a wider range of stocks, bonds, or alternative investments?* This field is required.

Yes, I want a wider selection.

No, I prefer fewer choices.

10

Are you interested in consolidating multiple retirement accounts into one for easier management and less paperwork?* This field is required.

Yes

No

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A score closer to 100 suggests a rollover may be worth exploring. If you'd like to request an appointment with either Steve, Laine or Doug, we just need to collect your contact information on the following page to create a calendar invite...

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What name should we use when reaching out to you?

First Name

Last Name

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What email would you like us to use?

example@example.com

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And finally, what is your preferred phone number?

Area Code

Phone Number

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Thank you for taking the time to explore our app! After you click SUBMIT below, either Michelle Vidales or Sarah Waters will follow-up with you shortly.

This document is not intended as investment advice and is for educational purposes only. Investment advice offered by Integrity Wealth Advisors, a Registered Investment Advisor.