Since the earnings on that lump-sum will represent a large portion of retirement income, it must be invested wisely.
Most retirees are also concerned with limiting the tax burden such a payment can impose.
Any income earned also accumulates tax-free in the Rollover IRA until withdrawal. A Sovereign Trust Rollover IRA provides a variety of investment options as well. For investors who prefer to make all their own decisions, we provide efficient recordkeeping and execution of trades. Investors may also take advantage of our professional research and advice. Based on an analysis of both economic trends and retirement needs, we can help you design a portfolio that will ensure a secure retirement.